Interact to see
Advertisement
Advertisement
JEPCX vs SCRUX
JEPCX vs SCRUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEPCX vs. SCRUX 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 SCRUX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.17B vs. SCRUX (202M). JEPCX pays higher dividends than SCRUX: JEPCX (7.47) vs SCRUX (5.60). JEPCX was incepted earlier than SCRUX: JEPCX (7 years) vs SCRUX (20 years). SCRUX (1.40) and JEPCX (1.35) have similar cost to investors . JEPCX is a more actively managed with annual turnover of: 176.00 vs. SCRUX (54.00). JEPCX (1000) and SCRUX (1000) have matching initial minimum investment requirements. SCRUX annual gain was more profitable for investors over the last year : 12.52 vs. JEPCX (2.37). JEPCX (54.09) and SCRUX (52.12) have equivalent 5 years return.
| JEPCX | SCRUX | JEPCX / SCRUX | |
| Total Expense Ratio | 1.35 | 1.38 | 98% |
| Annual Report Gross Expense Ratio | 1.35 | 1.40 | 96% |
| Fund Existence | 7 years | 20 years | - |
| Gain YTD | 4.190 | 12.493 | 34% |
| Front Load | N/A | N/A | - |
| 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 | 5.60 | 133% |
| Returns for 1 year | 2.37 | 12.52 | 19% |
| Returns for 3 years | 36.26 | 60.83 | 60% |
| Returns for 5 years | 54.09 | 52.12 | 104% |
| Returns for 10 years | N/A | 67.60 | - |
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 % |
| UBVAX | 80.69 | 0.43 | +0.54% |
| Undiscovered Managers Behavioral Val A | |||
| WEEIX | 11.37 | 0.06 | +0.53% |
| TETON Westwood Equity I | |||
| BKRDX | 8.57 | 0.04 | +0.47% |
| iShares Developed Real Estate Idx K | |||
| BMSSX | 15.06 | 0.06 | +0.40% |
| MFS Blended Research Mid Cap Eq R2 | |||
| DGLYX | 21.67 | 0.08 | +0.37% |
| BNY Mellon Global Stock - Y | |||