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JEPIX vs SLESX
JEPIX vs SLESX Comparison Chart
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JEPIX vs. SLESX commentary
May 12, 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: 6.26B vs. SLESX (183M). JEPIX pays higher dividends than SLESX: JEPIX (8.04) vs SLESX (6.95). 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 : 8.99 vs. JEPIX (5.22). JEPIX return over 5 years is better than : 70.76 vs. SLESX (52.17).
| 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 | -1.007 | 0.194 | -519% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.26B | 183M | 3,419% |
| Annual Yield % from dividends | 8.04 | 6.95 | 116% |
| Returns for 1 year | 5.22 | 8.99 | 58% |
| Returns for 3 years | 27.58 | 36.08 | 76% |
| Returns for 5 years | 70.76 | 52.17 | 136% |
| Returns for 10 years | N/A | N/A | - |
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