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JEPCX vs JEPSX
JEPCX vs JEPSX Comparison Chart
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JEPCX vs. JEPSX 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 JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX (6.3B) and JEPSX (6.3B) have equal amount of cash in the bank . JEPSX pays higher dividends than JEPCX: JEPSX (8.43) vs JEPCX (7.50). JEPCX was incepted earlier than JEPSX: JEPCX (7 years) vs JEPSX (7 years). JEPCX (1.35) is less costly to investors than JEPSX (0.54). JEPCX (176.00) and JEPSX (176.00) have comparable annual turnover. JEPSX has a lower initial minimum investment than JEPCX: JEPSX (0) vs JEPCX (1000). JEPSX annual gain was more profitable for investors over the last year : 7.75 vs. JEPCX (6.78). JEPSX return over 5 years is better than : 73.34 vs. JEPCX (65.73).
| JEPCX | JEPSX | JEPCX / JEPSX | |
| Total Expense Ratio | 1.35 | 0.45 | 300% |
| Annual Report Gross Expense Ratio | 1.35 | 0.54 | 250% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 0.283 | 0.586 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 6.3B | 100% |
| Annual Yield % from dividends | 7.50 | 8.43 | 89% |
| Returns for 1 year | 6.78 | 7.75 | 88% |
| Returns for 3 years | 32.71 | 36.34 | 90% |
| Returns for 5 years | 65.73 | 73.34 | 90% |
| Returns for 10 years | N/A | N/A | - |
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