Interact to see
Advertisement
Advertisement
JEPIX vs SCJIX
JEPIX vs SCJIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEPIX vs. SCJIX commentary
Aug 17, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JEPIX is a Buy and SCJIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.39B vs. SCJIX (104M). JEPIX pays higher dividends than SCJIX: JEPIX (8.46) vs SCJIX (0.88). JEPIX was incepted earlier than SCJIX: JEPIX (7 years) vs SCJIX (8 years). SCJIX (1.25) is less costly to investors than JEPIX (0.60). SCJIX has a lower initial minimum investment than JEPIX: SCJIX (100000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 6.83 vs. SCJIX (-0.51). JEPIX return over 5 years is better than : 61.63 vs. SCJIX (-12.40).
| JEPIX | SCJIX | JEPIX / SCJIX | |
| Total Expense Ratio | 0.60 | 1.00 | 60% |
| Annual Report Gross Expense Ratio | 0.60 | 1.25 | 48% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 3.142 | 2.077 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 104M | 6,145% |
| Annual Yield % from dividends | 8.46 | 0.88 | 967% |
| Returns for 1 year | 6.83 | -0.51 | -1,332% |
| Returns for 3 years | 26.81 | 1.29 | 2,071% |
| Returns for 5 years | 61.63 | -12.40 | -497% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MSVMX | 5.30 | 0.07 | +1.34% |
| Morgan Stanley Vitality Portfolio C | |||
| PJHRX | 30.33 | 0.37 | +1.23% |
| PGIM Jennison Health Sciences R | |||
| RREMX | 15.69 | 0.02 | +0.13% |
| RBC Emerging Markets Equity R6 | |||
| HFSSX | 16.24 | -0.02 | -0.12% |
| Hartford Schroders Intl Cntrrn Val SDR | |||
| KSOAX | 151.45 | -2.77 | -1.80% |
| Kinetics Small Cap Opportunities Adv A | |||