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JEPIX vs SCJAX
JEPIX vs SCJAX Comparison Chart in %
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JEPIX vs. SCJAX commentary
Jul 06, 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: 6.43B vs. SCJAX (100M). 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). JEPIX is a more actively managed with annual turnover of: 176.00 vs. SCJAX (111.00). 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 : 9.75 vs. SCJAX (-2.07). JEPIX return over 5 years is better than : 71.19 vs. SCJAX (-10.21).
| 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 | 3.147 | 1.302 | 242% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 100M | 6,433% |
| Annual Yield % from dividends | 8.28 | 0.82 | 1,005% |
| Returns for 1 year | 9.75 | -2.07 | -470% |
| Returns for 3 years | 32.56 | 7.80 | 418% |
| Returns for 5 years | 71.19 | -10.21 | -697% |
| Returns for 10 years | N/A | N/A | - |
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