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JEPRX vs SCAUX
JEPRX vs SCAUX Comparison Chart in %
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JEPRX vs. SCAUX commentary
Aug 18, 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: 6.39B vs. SCAUX (199M). JEPRX pays higher dividends than SCAUX: JEPRX (8.72) vs SCAUX (6.06). 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 : 15.45 vs. JEPRX (7.10). JEPRX return over 5 years is better than : 63.68 vs. SCAUX (49.25).
| 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 | 3.365 | 9.772 | 34% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 199M | 3,212% |
| Annual Yield % from dividends | 8.72 | 6.06 | 144% |
| Returns for 1 year | 7.10 | 15.45 | 46% |
| Returns for 3 years | 27.78 | 42.11 | 66% |
| Returns for 5 years | 63.68 | 49.25 | 129% |
| Returns for 10 years | N/A | 61.93 | - |
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