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EQTIX vs JEPCX
EQTIX vs JEPCX Comparison Chart
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EQTIX vs. JEPCX commentary
May 12, 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 JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.26B vs. EQTIX (868M). EQTIX pays higher dividends than JEPCX: EQTIX (10.01) vs JEPCX (7.25). EQTIX was incepted earlier than JEPCX: EQTIX (29 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than EQTIX (0.67). JEPCX is a more actively managed with annual turnover of: 176.00 vs. EQTIX (74.00). EQTIX (1000) and JEPCX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 7.31 vs. JEPCX (4.43). JEPCX return over 5 years is better than : 64.49 vs. EQTIX (47.17).
| EQTIX | JEPCX | EQTIX / JEPCX | |
| Total Expense Ratio | 0.67 | 1.35 | 50% |
| Annual Report Gross Expense Ratio | 0.67 | 1.35 | 50% |
| Fund Existence | 29 years | 7 years | - |
| Gain YTD | -2.119 | -1.185 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 868M | 6.26B | 14% |
| Annual Yield % from dividends | 10.01 | 7.25 | 138% |
| Returns for 1 year | 7.31 | 4.43 | 165% |
| Returns for 3 years | 31.73 | 24.82 | 128% |
| Returns for 5 years | 47.17 | 64.49 | 73% |
| Returns for 10 years | 6.68 | N/A | - |
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