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JEPCX vs SCAUX
JEPCX vs SCAUX Comparison Chart in %
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JEPCX vs. SCAUX commentary
Dec 27, 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 Hold and SCAUX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.12B vs. SCAUX (209M). JEPCX pays higher dividends than SCAUX: JEPCX (7.26) vs SCAUX (5.77). JEPCX was incepted earlier than SCAUX: JEPCX (7 years) vs SCAUX (20 years). JEPCX (1.34) is less costly to investors than SCAUX (1.15). JEPCX is a more actively managed with annual turnover of: 178.00 vs. SCAUX (34.00). JEPCX (1000) and SCAUX (1000) have matching initial minimum investment requirements. SCAUX annual gain was more profitable for investors over the last year : 13.51 vs. JEPCX (5.30). SCAUX (53.32) and JEPCX (51.52) have equivalent 5 years return.
| JEPCX | SCAUX | JEPCX / SCAUX | |
| Total Expense Ratio | 1.34 | 1.13 | 119% |
| Annual Report Gross Expense Ratio | 1.34 | 1.15 | 117% |
| Fund Existence | 7 years | 20 years | - |
| Gain YTD | 6.511 | 15.758 | 41% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 209M | 2,930% |
| Annual Yield % from dividends | 7.26 | 5.77 | 126% |
| Returns for 1 year | 5.30 | 13.51 | 39% |
| Returns for 3 years | 30.00 | 60.21 | 50% |
| Returns for 5 years | 51.52 | 53.32 | 97% |
| Returns for 10 years | N/A | 78.04 | - |
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