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JEPCX vs JEPIX
JEPCX vs JEPIX Comparison Chart
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JEPCX vs. JEPIX 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 JEPCX is a Buy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX (6.3B) and JEPIX (6.3B) have equal amount of cash in the bank . JEPIX pays higher dividends than JEPCX: JEPIX (8.28) vs JEPCX (7.50). JEPCX was incepted earlier than JEPIX: JEPCX (7 years) vs JEPIX (7 years). JEPCX (1.35) is less costly to investors than JEPIX (0.60). JEPCX (176.00) and JEPIX (176.00) have comparable annual turnover. JEPCX has a lower initial minimum investment than JEPIX: JEPCX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 7.59 vs. JEPCX (6.78). JEPIX return over 5 years is better than : 72.05 vs. JEPCX (65.73).
| JEPCX | JEPIX | JEPCX / JEPIX | |
| Total Expense Ratio | 1.35 | 0.60 | 225% |
| Annual Report Gross Expense Ratio | 1.35 | 0.60 | 225% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 0.283 | 0.528 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 6.3B | 100% |
| Annual Yield % from dividends | 7.50 | 8.28 | 91% |
| Returns for 1 year | 6.78 | 7.59 | 89% |
| Returns for 3 years | 32.71 | 35.64 | 92% |
| Returns for 5 years | 65.73 | 72.05 | 91% |
| Returns for 10 years | N/A | N/A | - |
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