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JEPIX vs SCAUX
JEPIX vs SCAUX Comparison Chart in %
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JEPIX vs. SCAUX commentary
Jul 28, 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 JEPIX is a Buy and SCAUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.45B vs. SCAUX (197M). JEPIX pays higher dividends than SCAUX: JEPIX (8.28) vs SCAUX (6.14). JEPIX was incepted earlier than SCAUX: JEPIX (7 years) vs SCAUX (19 years). SCAUX (1.15) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. SCAUX (54.00). SCAUX has a lower initial minimum investment than JEPIX: SCAUX (1000) vs JEPIX (1000000). SCAUX annual gain was more profitable for investors over the last year : 16.64 vs. JEPIX (10.22). JEPIX return over 5 years is better than : 66.60 vs. SCAUX (52.69).
| JEPIX | SCAUX | JEPIX / SCAUX | |
| Total Expense Ratio | 0.60 | 1.13 | 53% |
| Annual Report Gross Expense Ratio | 0.60 | 1.15 | 52% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 3.366 | 8.652 | 39% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 197M | 3,274% |
| Annual Yield % from dividends | 8.28 | 6.14 | 135% |
| Returns for 1 year | 10.22 | 16.64 | 61% |
| Returns for 3 years | 31.62 | 49.08 | 64% |
| Returns for 5 years | 66.60 | 52.69 | 126% |
| Returns for 10 years | N/A | 63.40 | - |
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