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JEPIX vs SCJIX
JEPIX vs SCJIX Comparison Chart in %
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JEPIX vs. SCJIX commentary
Jul 07, 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 SCJIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.43B vs. SCJIX (100M). JEPIX pays higher dividends than SCJIX: JEPIX (8.28) vs SCJIX (0.91). JEPIX was incepted earlier than SCJIX: JEPIX (7 years) vs SCJIX (8 years). SCJIX (1.25) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. SCJIX (111.00). SCJIX has a lower initial minimum investment than JEPIX: SCJIX (100000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 9.75 vs. SCJIX (-1.57). JEPIX return over 5 years is better than : 71.19 vs. SCJIX (-8.55).
| JEPIX | SCJIX | JEPIX / SCJIX | |
| Total Expense Ratio | 0.60 | 1.00 | 60% |
| Annual Report Gross Expense Ratio | 0.60 | 1.25 | 48% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 3.147 | 1.566 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 100M | 6,433% |
| Annual Yield % from dividends | 8.28 | 0.91 | 914% |
| Returns for 1 year | 9.75 | -1.57 | -619% |
| Returns for 3 years | 32.56 | 9.18 | 355% |
| Returns for 5 years | 71.19 | -8.55 | -833% |
| Returns for 10 years | N/A | N/A | - |
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