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JEPIX vs SCRUX
JEPIX vs SCRUX Comparison Chart in %
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JEPIX vs. SCRUX commentary
Nov 14, 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 SCRUX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.1B vs. SCRUX (207M). JEPIX pays higher dividends than SCRUX: JEPIX (8.20) vs SCRUX (5.52). JEPIX was incepted earlier than SCRUX: JEPIX (7 years) vs SCRUX (20 years). SCRUX (1.40) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. SCRUX (54.00). 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 : 13.68 vs. JEPIX (3.50). JEPIX (57.58) and SCRUX (56.62) have equivalent 5 years return.
| JEPIX | SCRUX | JEPIX / SCRUX | |
| Total Expense Ratio | 0.60 | 1.38 | 43% |
| Annual Report Gross Expense Ratio | 0.60 | 1.40 | 43% |
| Fund Existence | 7 years | 20 years | - |
| Gain YTD | 6.216 | 15.592 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.1B | 207M | 2,947% |
| Annual Yield % from dividends | 8.20 | 5.52 | 149% |
| Returns for 1 year | 3.50 | 13.68 | 26% |
| Returns for 3 years | 33.31 | 56.80 | 59% |
| Returns for 5 years | 57.58 | 56.62 | 102% |
| Returns for 10 years | N/A | 78.93 | - |
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