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JEPIX vs SCJIX
JEPIX vs SCJIX Comparison Chart in %
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JEPIX vs. SCJIX commentary
Dec 26, 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 Hold and SCJIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.12B vs. SCJIX (115M). JEPIX pays higher dividends than SCJIX: JEPIX (8.01) vs SCJIX (0.83). JEPIX was incepted earlier than SCJIX: JEPIX (7 years) vs SCJIX (8 years). SCJIX (1.20) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 178.00 vs. SCJIX (101.00). 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 : 6.11 vs. SCJIX (2.91). JEPIX return over 5 years is better than : 57.34 vs. SCJIX (-4.55).
| JEPIX | SCJIX | JEPIX / SCJIX | |
| Total Expense Ratio | 0.59 | 1.00 | 59% |
| Annual Report Gross Expense Ratio | 0.59 | 1.20 | 49% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 7.186 | 4.324 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 115M | 5,325% |
| Annual Yield % from dividends | 8.01 | 0.83 | 964% |
| Returns for 1 year | 6.11 | 2.91 | 210% |
| Returns for 3 years | 32.99 | 20.41 | 162% |
| Returns for 5 years | 57.34 | -4.55 | -1,260% |
| Returns for 10 years | N/A | N/A | - |
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