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EQTIX vs JEPAX
EQTIX vs JEPAX Comparison
Open Charts EQTIX vs JEPAX
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EQTIX vs JEPAX Comparison Chart
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EQTIX vs. JEPAX commentary
Sep 21, 2024
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 EQTIX is a Buy and JEPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.52B vs. EQTIX (763M). EQTIX pays higher dividends than JEPAX: EQTIX (8.27) vs JEPAX (7.05). EQTIX was incepted earlier than JEPAX: EQTIX (28 years) vs JEPAX (6 years). JEPAX is a more actively managed with annual turnover of: 189.00 vs. EQTIX (79.00). EQTIX (1000) and JEPAX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 22.43 vs. JEPAX (17.25). JEPAX return over 5 years is better than : 55.95 vs. EQTIX (32.04).
| EQTIX | JEPAX | EQTIX / JEPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | 15.263 | 11.889 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 6.52B | 12% |
| Annual Yield % from dividends | 8.27 | 7.05 | 117% |
| Returns for 1 year | 22.43 | 17.25 | 130% |
| Returns for 3 years | 24.77 | 26.49 | 93% |
| Returns for 5 years | 32.04 | 55.95 | 57% |
| Returns for 10 years | 14.66 | N/A | - |
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