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EQTKX vs JEPAX
EQTKX vs JEPAX Comparison Chart in %
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EQTKX vs. JEPAX commentary
Jul 19, 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 EQTKX is a Buy and JEPAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.42B vs. EQTKX (947M). EQTKX pays higher dividends than JEPAX: EQTKX (10.04) vs JEPAX (8.03). EQTKX was incepted earlier than JEPAX: EQTKX (22 years) vs JEPAX (7 years). EQTKX (1.19) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. EQTKX (74.00). EQTKX (1000) and JEPAX (1000) have matching initial minimum investment requirements. EQTKX annual gain was more profitable for investors over the last year : 9.12 vs. JEPAX (7.40). JEPAX return over 5 years is better than : 64.83 vs. EQTKX (43.29).
| EQTKX | JEPAX | EQTKX / JEPAX | |
| Total Expense Ratio | 1.19 | 0.85 | 140% |
| Annual Report Gross Expense Ratio | 1.19 | 0.85 | 140% |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 4.129 | 2.943 | 140% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 6.42B | 15% |
| Annual Yield % from dividends | 10.04 | 8.03 | 125% |
| Returns for 1 year | 9.12 | 7.40 | 123% |
| Returns for 3 years | 42.31 | 33.00 | 128% |
| Returns for 5 years | 43.29 | 64.83 | 67% |
| Returns for 10 years | 7.81 | N/A | - |
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