Ad is loading...
EQTIX vs JEPSX
EQTIX vs JEPSX Comparison
Open Charts EQTIX vs JEPSX
View a ticker or compare two or three
VS
VS
EQTIX vs JEPSX Comparison Chart
Loading...
EQTIX vs. JEPSX 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 JEPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.52B vs. EQTIX (763M). EQTIX pays higher dividends than JEPSX: EQTIX (8.27) vs JEPSX (7.43). EQTIX was incepted earlier than JEPSX: EQTIX (28 years) vs JEPSX (6 years). JEPSX is a more actively managed with annual turnover of: 189.00 vs. EQTIX (79.00). 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 : 22.43 vs. JEPSX (17.80). JEPSX return over 5 years is better than : 59.17 vs. EQTIX (32.04).
| EQTIX | JEPSX | EQTIX / JEPSX | |
| 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 | 12.263 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 6.52B | 12% |
| Annual Yield % from dividends | 8.27 | 7.43 | 111% |
| Returns for 1 year | 22.43 | 17.80 | 126% |
| Returns for 3 years | 24.77 | 28.10 | 88% |
| Returns for 5 years | 32.04 | 59.17 | 54% |
| Returns for 10 years | 14.66 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GSEUX | 73.44 | N/A | N/A |
| Goldman Sachs US Equity Insights R6 | |||
| MGRSX | 5.60 | -0.02 | -0.36% |
| MassMutual Growth Opps R5 | |||
| DTEYX | 74.22 | -0.42 | -0.56% |
| BNY Mellon Technology Growth Y | |||
| FEUPX | 59.17 | -0.42 | -0.70% |
| American Funds Europacific Growth F3 | |||
| LISOX | 16.71 | -0.16 | -0.95% |
| Lazard International Strategic Eq Open | |||