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JEPIX vs SCRUX
JEPIX vs SCRUX Comparison Chart
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JEPIX vs. SCRUX commentary
Apr 07, 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 Hold and SCRUX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.85B vs. SCRUX (186M). JEPIX pays higher dividends than SCRUX: JEPIX (7.56) vs SCRUX (6.29). JEPIX was incepted earlier than SCRUX: JEPIX (7 years) vs SCRUX (19 years). SCRUX (1.40) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. SCRUX (54.00). 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 : -0.81 vs. JEPIX (-1.12). JEPIX return over 5 years is better than : 75.14 vs. SCRUX (52.02).
| JEPIX | SCRUX | JEPIX / SCRUX | |
| Total Expense Ratio | 0.60 | 1.38 | 43% |
| Annual Report Gross Expense Ratio | 0.60 | 1.40 | 43% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | -7.937 | -9.822 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.85B | 186M | 3,146% |
| Annual Yield % from dividends | 7.56 | 6.29 | 120% |
| Returns for 1 year | -1.12 | -0.81 | 138% |
| Returns for 3 years | 10.57 | 11.03 | 96% |
| Returns for 5 years | 75.14 | 52.02 | 144% |
| Returns for 10 years | N/A | 23.33 | - |
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