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JEPIX vs SLESX
JEPIX vs SLESX Comparison Chart
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JEPIX vs. SLESX commentary
Apr 11, 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 SLESX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.1B vs. SLESX (179M). JEPIX pays higher dividends than SLESX: JEPIX (7.56) vs SLESX (6.87). JEPIX was incepted earlier than SLESX: JEPIX (7 years) vs SLESX (8 years). SLESX (0.80) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. SLESX (54.00). JEPIX (1000000) and SLESX (1000000) have matching initial minimum investment requirements. SLESX annual gain was more profitable for investors over the last year : 6.39 vs. JEPIX (3.99). JEPIX return over 5 years is better than : 69.65 vs. SLESX (50.55).
| JEPIX | SLESX | JEPIX / SLESX | |
| Total Expense Ratio | 0.60 | 0.78 | 77% |
| Annual Report Gross Expense Ratio | 0.60 | 0.80 | 75% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | -3.181 | -2.787 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.1B | 179M | 3,405% |
| Annual Yield % from dividends | 7.56 | 6.87 | 110% |
| Returns for 1 year | 3.99 | 6.39 | 62% |
| Returns for 3 years | 15.98 | 22.00 | 73% |
| Returns for 5 years | 69.65 | 50.55 | 138% |
| Returns for 10 years | N/A | N/A | - |
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