Interact to see
Advertisement
Advertisement
JEPRX vs SCAUX
JEPRX vs SCAUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEPRX vs. SCAUX commentary
Jul 28, 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 JEPRX is a Buy and SCAUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.45B vs. SCAUX (197M). JEPRX pays higher dividends than SCAUX: JEPRX (8.54) vs SCAUX (6.14). JEPRX was incepted earlier than SCAUX: JEPRX (7 years) vs SCAUX (19 years). SCAUX (1.15) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. SCAUX (54.00). SCAUX has a lower initial minimum investment than JEPRX: SCAUX (1000) vs JEPRX (15000000). SCAUX annual gain was more profitable for investors over the last year : 16.64 vs. JEPRX (10.42). JEPRX return over 5 years is better than : 68.59 vs. SCAUX (52.69).
| JEPRX | SCAUX | JEPRX / SCAUX | |
| Total Expense Ratio | 0.35 | 1.13 | 31% |
| Annual Report Gross Expense Ratio | 0.35 | 1.15 | 30% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 3.494 | 8.652 | 40% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 197M | 3,274% |
| Annual Yield % from dividends | 8.54 | 6.14 | 139% |
| Returns for 1 year | 10.42 | 16.64 | 63% |
| Returns for 3 years | 32.52 | 49.08 | 66% |
| Returns for 5 years | 68.59 | 52.69 | 130% |
| Returns for 10 years | N/A | 63.40 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MMFYX | 17.08 | 0.09 | +0.53% |
| MassMutual Equity Opports Svc | |||
| SMISX | 32.31 | 0.16 | +0.50% |
| Invesco Summit R6 | |||
| SPSDX | 18.17 | 0.06 | +0.33% |
| Sterling Capital Behav Sm Cp Val Eq C | |||
| VGSLX | 130.03 | 0.05 | +0.04% |
| Vanguard Real Estate Index Admiral | |||
| CSHNX | 11.22 | -0.04 | -0.36% |
| NYLI Cushing® MLP Premier Investor Class | |||