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EQTIX vs JEPIX
EQTIX vs JEPIX Comparison
Open Charts EQTIX vs JEPIX
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EQTIX vs JEPIX Comparison Chart
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EQTIX vs. JEPIX 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 JEPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.52B vs. EQTIX (763M). EQTIX pays higher dividends than JEPIX: EQTIX (8.27) vs JEPIX (7.29). EQTIX was incepted earlier than JEPIX: EQTIX (28 years) vs JEPIX (6 years). JEPIX is a more actively managed with annual turnover of: 189.00 vs. EQTIX (79.00). EQTIX has a lower initial minimum investment than JEPIX: EQTIX (1000) vs JEPIX (1000000). EQTIX annual gain was more profitable for investors over the last year : 22.43 vs. JEPIX (17.38). JEPIX return over 5 years is better than : 57.76 vs. EQTIX (32.04).
| EQTIX | JEPIX | EQTIX / JEPIX | |
| 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 | 11.999 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 6.52B | 12% |
| Annual Yield % from dividends | 8.27 | 7.29 | 113% |
| Returns for 1 year | 22.43 | 17.38 | 129% |
| Returns for 3 years | 24.77 | 27.27 | 91% |
| Returns for 5 years | 32.04 | 57.76 | 55% |
| Returns for 10 years | 14.66 | N/A | - |
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