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EQTIX vs JEPIX
EQTIX vs JEPIX Comparison Chart
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EQTIX vs. JEPIX 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.26B vs. EQTIX (868M). EQTIX pays higher dividends than JEPIX: EQTIX (10.01) vs JEPIX (8.04). EQTIX was incepted earlier than JEPIX: EQTIX (29 years) vs JEPIX (7 years). EQTIX (0.67) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. EQTIX (74.00). 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 : 7.31 vs. JEPIX (5.22). JEPIX return over 5 years is better than : 70.76 vs. EQTIX (47.17).
| EQTIX | JEPIX | EQTIX / JEPIX | |
| Total Expense Ratio | 0.67 | 0.60 | 112% |
| Annual Report Gross Expense Ratio | 0.67 | 0.60 | 112% |
| Fund Existence | 29 years | 7 years | - |
| Gain YTD | -2.119 | -1.007 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 868M | 6.26B | 14% |
| Annual Yield % from dividends | 10.01 | 8.04 | 125% |
| Returns for 1 year | 7.31 | 5.22 | 140% |
| Returns for 3 years | 31.73 | 27.58 | 115% |
| Returns for 5 years | 47.17 | 70.76 | 67% |
| Returns for 10 years | 6.68 | N/A | - |
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