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EQTIX vs JEPSX
EQTIX vs JEPSX Comparison Chart
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EQTIX vs. JEPSX 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 JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.26B vs. EQTIX (868M). EQTIX pays higher dividends than JEPSX: EQTIX (10.01) vs JEPSX (8.19). EQTIX was incepted earlier than JEPSX: EQTIX (29 years) vs JEPSX (7 years). EQTIX (0.67) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. EQTIX (74.00). JEPSX has a lower initial minimum investment than EQTIX: JEPSX (0) vs EQTIX (1000). EQTIX annual gain was more profitable for investors over the last year : 7.31 vs. JEPSX (5.37). JEPSX return over 5 years is better than : 72.04 vs. EQTIX (47.17).
| EQTIX | JEPSX | EQTIX / JEPSX | |
| Total Expense Ratio | 0.67 | 0.45 | 149% |
| Annual Report Gross Expense Ratio | 0.67 | 0.54 | 124% |
| Fund Existence | 29 years | 7 years | - |
| Gain YTD | -2.119 | -0.961 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 868M | 6.26B | 14% |
| Annual Yield % from dividends | 10.01 | 8.19 | 122% |
| Returns for 1 year | 7.31 | 5.37 | 136% |
| Returns for 3 years | 31.73 | 28.24 | 112% |
| Returns for 5 years | 47.17 | 72.04 | 65% |
| Returns for 10 years | 6.68 | N/A | - |
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