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JEPCX vs SCAUX
JEPCX vs SCAUX Comparison Chart in %
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JEPCX vs. SCAUX commentary
Oct 18, 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 SCAUX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.17B vs. SCAUX (202M). JEPCX pays higher dividends than SCAUX: JEPCX (7.47) vs SCAUX (5.83). JEPCX was incepted earlier than SCAUX: JEPCX (7 years) vs SCAUX (20 years). JEPCX (1.35) is less costly to investors than SCAUX (1.15). JEPCX is a more actively managed with annual turnover of: 176.00 vs. SCAUX (54.00). JEPCX (1000) and SCAUX (1000) have matching initial minimum investment requirements. SCAUX annual gain was more profitable for investors over the last year : 12.17 vs. JEPCX (2.37). JEPCX (54.09) and SCAUX (53.16) have equivalent 5 years return.
| JEPCX | SCAUX | JEPCX / SCAUX | |
| Total Expense Ratio | 1.35 | 1.13 | 119% |
| Annual Report Gross Expense Ratio | 1.35 | 1.15 | 117% |
| Fund Existence | 7 years | 20 years | - |
| Gain YTD | 4.190 | 12.094 | 35% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.17B | 202M | 3,053% |
| Annual Yield % from dividends | 7.47 | 5.83 | 128% |
| Returns for 1 year | 2.37 | 12.17 | 19% |
| Returns for 3 years | 36.26 | 61.12 | 59% |
| Returns for 5 years | 54.09 | 53.16 | 102% |
| Returns for 10 years | N/A | 70.11 | - |
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