Interact to see
Advertisement
Advertisement
EQTKX vs JEPAX
EQTKX vs JEPAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EQTKX vs. JEPAX commentary
Jun 07, 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: 6.31B vs. EQTKX (902M). EQTKX pays higher dividends than JEPAX: EQTKX (10.29) vs JEPAX (8.02). 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 : 9.16 vs. JEPAX (6.33). JEPAX return over 5 years is better than : 65.34 vs. EQTKX (37.97).
| 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 | 0.796 | 0.203 | 391% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 902M | 6.31B | 14% |
| Annual Yield % from dividends | 10.29 | 8.02 | 128% |
| Returns for 1 year | 9.16 | 6.33 | 145% |
| Returns for 3 years | 29.27 | 23.83 | 123% |
| Returns for 5 years | 37.97 | 65.34 | 58% |
| Returns for 10 years | 4.87 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers