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JEPIX vs SCRUX
JEPIX vs SCRUX Comparison Chart in %
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JEPIX vs. SCRUX commentary
Feb 05, 2026
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 SCRUX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.03B vs. SCRUX (209M). JEPIX pays higher dividends than SCRUX: JEPIX (7.99) vs SCRUX (5.61). JEPIX was incepted earlier than SCRUX: JEPIX (7 years) vs SCRUX (20 years). SCRUX (1.38) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 178.00 vs. SCRUX (34.00). SCRUX has a lower initial minimum investment than JEPIX: SCRUX (1000) vs JEPIX (1000000). SCRUX annual gain was more profitable for investors over the last year : 13.73 vs. JEPIX (7.31). JEPIX return over 5 years is better than : 56.67 vs. SCRUX (47.35).
| JEPIX | SCRUX | JEPIX / SCRUX | |
| Total Expense Ratio | 0.59 | 1.36 | 43% |
| Annual Report Gross Expense Ratio | 0.59 | 1.38 | 43% |
| Fund Existence | 7 years | 20 years | - |
| Gain YTD | 2.446 | 1.025 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 209M | 2,887% |
| Annual Yield % from dividends | 7.99 | 5.61 | 143% |
| Returns for 1 year | 7.31 | 13.73 | 53% |
| Returns for 3 years | 33.71 | 53.51 | 63% |
| Returns for 5 years | 56.67 | 47.35 | 120% |
| Returns for 10 years | N/A | 87.86 | - |
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