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EQTIX vs JEPAX
EQTIX vs JEPAX Comparison Chart
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EQTIX vs. JEPAX commentary
May 24, 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 EQTIX is a Buy and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.28B vs. EQTIX (887M). EQTIX pays higher dividends than JEPAX: EQTIX (10.01) vs JEPAX (7.78). EQTIX was incepted earlier than JEPAX: EQTIX (29 years) vs JEPAX (7 years). JEPAX (0.85) is less costly to investors than EQTIX (0.67). JEPAX is a more actively managed with annual turnover of: 176.00 vs. EQTIX (74.00). EQTIX (1000) and JEPAX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 8.12 vs. JEPAX (4.95). JEPAX return over 5 years is better than : 68.40 vs. EQTIX (50.04).
| EQTIX | JEPAX | EQTIX / JEPAX | |
| Total Expense Ratio | 0.67 | 0.85 | 79% |
| Annual Report Gross Expense Ratio | 0.67 | 0.85 | 79% |
| Fund Existence | 29 years | 7 years | - |
| Gain YTD | -0.211 | -0.949 | 22% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 6.28B | 14% |
| Annual Yield % from dividends | 10.01 | 7.78 | 129% |
| Returns for 1 year | 8.12 | 4.95 | 164% |
| Returns for 3 years | 34.63 | 26.99 | 128% |
| Returns for 5 years | 50.04 | 68.40 | 73% |
| Returns for 10 years | 7.65 | N/A | - |
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