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JEPAX vs JEPIX
JEPAX vs JEPIX Comparison Chart in %
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JEPAX vs. JEPIX commentary
Feb 04, 2026
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 JEPAX is a Buy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX (6.09B) and JEPIX (6.03B) have equal amount of cash in the bank . JEPIX (7.99) and JEPAX (7.75) have matching dividends . JEPAX was incepted earlier than JEPIX: JEPAX (7 years) vs JEPIX (7 years). JEPAX (0.84) is less costly to investors than JEPIX (0.59). JEPAX (178.00) and JEPIX (178.00) have comparable annual turnover. JEPAX has a lower initial minimum investment than JEPIX: JEPAX (1000) vs JEPIX (1000000). JEPIX (7.31) and JEPAX (7.13) have marching annual gain over last year. JEPIX (56.67) and JEPAX (54.76) have equivalent 5 years return.
| JEPAX | JEPIX | JEPAX / JEPIX | |
| Total Expense Ratio | 0.84 | 0.59 | 142% |
| Annual Report Gross Expense Ratio | 0.84 | 0.59 | 142% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 2.496 | 2.446 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.09B | 6.03B | 101% |
| Annual Yield % from dividends | 7.75 | 7.99 | 97% |
| Returns for 1 year | 7.13 | 7.31 | 98% |
| Returns for 3 years | 32.73 | 33.71 | 97% |
| Returns for 5 years | 54.76 | 56.67 | 97% |
| Returns for 10 years | N/A | N/A | - |
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