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EQTIX vs JEPCX
EQTIX vs JEPCX Comparison
Open Charts EQTIX vs JEPCX
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EQTIX vs JEPCX Comparison Chart
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EQTIX vs. JEPCX 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 JEPCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.52B vs. EQTIX (763M). EQTIX pays higher dividends than JEPCX: EQTIX (8.27) vs JEPCX (6.58). EQTIX was incepted earlier than JEPCX: EQTIX (28 years) vs JEPCX (6 years). JEPCX is a more actively managed with annual turnover of: 189.00 vs. EQTIX (79.00). EQTIX (1000) and JEPCX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 22.43 vs. JEPCX (16.66). JEPCX return over 5 years is better than : 52.11 vs. EQTIX (32.04).
| EQTIX | JEPCX | EQTIX / JEPCX | |
| 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 | 11.517 | 133% |
| 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 | 6.58 | 126% |
| Returns for 1 year | 22.43 | 16.66 | 135% |
| Returns for 3 years | 24.77 | 24.60 | 101% |
| Returns for 5 years | 32.04 | 52.11 | 61% |
| Returns for 10 years | 14.66 | N/A | - |
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