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JEPIX vs SCJAX
JEPIX vs SCJAX Comparison Chart in %
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JEPIX vs. SCJAX commentary
Jul 29, 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 SCJAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.45B vs. SCJAX (102M). JEPIX pays higher dividends than SCJAX: JEPIX (8.28) vs SCJAX (0.82). JEPIX was incepted earlier than SCJAX: JEPIX (7 years) vs SCJAX (8 years). SCJAX (1.42) is less costly to investors than JEPIX (0.60). SCJAX has a lower initial minimum investment than JEPIX: SCJAX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 8.66 vs. SCJAX (0.37). JEPIX return over 5 years is better than : 64.78 vs. SCJAX (-12.16).
| JEPIX | SCJAX | JEPIX / SCJAX | |
| Total Expense Ratio | 0.60 | 1.25 | 48% |
| Annual Report Gross Expense Ratio | 0.60 | 1.42 | 42% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 3.074 | 1.815 | 169% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 102M | 6,323% |
| Annual Yield % from dividends | 8.28 | 0.82 | 1,005% |
| Returns for 1 year | 8.66 | 0.37 | 2,323% |
| Returns for 3 years | 28.24 | 2.72 | 1,038% |
| Returns for 5 years | 64.78 | -12.16 | -533% |
| Returns for 10 years | N/A | N/A | - |
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