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JEPIX vs SCRUX
JEPIX vs SCRUX Comparison Chart
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JEPIX vs. SCRUX commentary
Dec 19, 2024
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 StrongBuy and SCRUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.51B vs. SCRUX (194M). JEPIX pays higher dividends than SCRUX: JEPIX (7.29) vs SCRUX (6.02). JEPIX was incepted earlier than SCRUX: JEPIX (6 years) vs SCRUX (19 years). JEPIX is a more actively managed with annual turnover of: 189.00 vs. SCRUX (46.00). SCRUX has a lower initial minimum investment than JEPIX: SCRUX (1000) vs JEPIX (1000000). SCRUX annual gain was more profitable for investors over the last year : 20.69 vs. JEPIX (15.36). JEPIX return over 5 years is better than : 56.01 vs. SCRUX (27.17).
| JEPIX | SCRUX | JEPIX / SCRUX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | 14.269 | 20.092 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.51B | 194M | 3,355% |
| Annual Yield % from dividends | 7.29 | 6.02 | 121% |
| Returns for 1 year | 15.36 | 20.69 | 74% |
| Returns for 3 years | 24.00 | 24.23 | 99% |
| Returns for 5 years | 56.01 | 27.17 | 206% |
| Returns for 10 years | N/A | 38.28 | - |
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