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JEPRX vs SCAUX
JEPRX vs SCAUX Comparison Chart in %
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JEPRX vs. SCAUX commentary
Jul 02, 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 JEPRX is a Buy and SCAUX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.37B vs. SCAUX (193M). JEPRX pays higher dividends than SCAUX: JEPRX (8.54) vs SCAUX (6.36). JEPRX was incepted earlier than SCAUX: JEPRX (7 years) vs SCAUX (19 years). SCAUX (1.15) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. SCAUX (54.00). SCAUX has a lower initial minimum investment than JEPRX: SCAUX (1000) vs JEPRX (15000000). SCAUX annual gain was more profitable for investors over the last year : 12.36 vs. JEPRX (7.67). JEPRX return over 5 years is better than : 70.92 vs. SCAUX (52.16).
| JEPRX | SCAUX | JEPRX / SCAUX | |
| Total Expense Ratio | 0.35 | 1.13 | 31% |
| Annual Report Gross Expense Ratio | 0.35 | 1.15 | 30% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 1.499 | 5.964 | 25% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.37B | 193M | 3,299% |
| Annual Yield % from dividends | 8.54 | 6.36 | 134% |
| Returns for 1 year | 7.67 | 12.36 | 62% |
| Returns for 3 years | 31.18 | 47.72 | 65% |
| Returns for 5 years | 70.92 | 52.16 | 136% |
| Returns for 10 years | N/A | 56.00 | - |
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