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EQTKX vs JEPAX
EQTKX vs JEPAX Comparison Chart
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EQTKX vs. JEPAX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 5.7B vs. EQTKX (771M). EQTKX pays higher dividends than JEPAX: EQTKX (10.69) vs JEPAX (7.30). 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. JEPAX annual gain was more profitable for investors over the last year : -4.16 vs. EQTKX (-5.04). JEPAX return over 5 years is better than : 56.14 vs. EQTKX (30.99).
| 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 | -12.639 | -9.776 | 129% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 5.7B | 14% |
| Annual Yield % from dividends | 10.69 | 7.30 | 146% |
| Returns for 1 year | -5.04 | -4.16 | 121% |
| Returns for 3 years | 6.54 | 6.36 | 103% |
| Returns for 5 years | 30.99 | 56.14 | 55% |
| Returns for 10 years | -9.35 | N/A | - |
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