Interact to see
Advertisement
Advertisement
JEPAX vs SCRUX
JEPAX vs SCRUX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEPAX vs. SCRUX commentary
Jun 16, 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 JEPAX is a Buy and SCRUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.3B vs. SCRUX (188M). JEPAX pays higher dividends than SCRUX: JEPAX (8.02) vs SCRUX (6.11). JEPAX was incepted earlier than SCRUX: JEPAX (7 years) vs SCRUX (19 years). SCRUX (1.40) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. SCRUX (54.00). JEPAX (1000) and SCRUX (1000) have matching initial minimum investment requirements. SCRUX annual gain was more profitable for investors over the last year : 9.88 vs. JEPAX (7.32). JEPAX return over 5 years is better than : 69.94 vs. SCRUX (49.32).
| JEPAX | SCRUX | JEPAX / SCRUX | |
| Total Expense Ratio | 0.85 | 1.38 | 62% |
| Annual Report Gross Expense Ratio | 0.85 | 1.40 | 61% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 0.492 | 3.286 | 15% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 188M | 3,352% |
| Annual Yield % from dividends | 8.02 | 6.11 | 131% |
| Returns for 1 year | 7.32 | 9.88 | 74% |
| Returns for 3 years | 34.73 | 46.83 | 74% |
| Returns for 5 years | 69.94 | 49.32 | 142% |
| Returns for 10 years | N/A | 45.70 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HMSIX | 12.86 | 0.05 | +0.39% |
| Hennessy Midstream Institutional | |||
| GFBLX | 39.14 | -0.25 | -0.63% |
| American Funds Global Balanced F3 | |||
| ALVGX | 10.41 | -0.12 | -1.14% |
| American Century Focused Lg Cap Val R5 | |||
| BAFSX | 44.02 | -0.74 | -1.65% |
| Brown Advisory Small-Cap Growth Inst | |||
| WOOPX | 17.67 | -0.30 | -1.67% |
| JPMorgan SMID Cap Equity I | |||