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JEPIX vs SCJAX
JEPIX vs SCJAX Comparison Chart in %
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JEPIX vs. SCJAX commentary
Dec 04, 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: 6.17B vs. SCJAX (109M). JEPIX pays higher dividends than SCJAX: JEPIX (8.01) vs SCJAX (0.76). JEPIX was incepted earlier than SCJAX: JEPIX (7 years) vs SCJAX (8 years). SCJAX (1.38) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. SCJAX (101.00). 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 : 2.21 vs. SCJAX (-2.23). JEPIX return over 5 years is better than : 57.25 vs. SCJAX (-16.87).
| JEPIX | SCJAX | JEPIX / SCJAX | |
| Total Expense Ratio | 0.60 | 1.25 | 48% |
| Annual Report Gross Expense Ratio | 0.60 | 1.38 | 43% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 6.291 | 5.218 | 121% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.17B | 109M | 5,658% |
| Annual Yield % from dividends | 8.01 | 0.76 | 1,051% |
| Returns for 1 year | 2.21 | -2.23 | -99% |
| Returns for 3 years | 28.32 | 7.18 | 394% |
| Returns for 5 years | 57.25 | -16.87 | -339% |
| Returns for 10 years | N/A | N/A | - |