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EQTKX vs JEPCX
EQTKX vs JEPCX Comparison Chart in %
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EQTKX vs. JEPCX commentary
Sep 27, 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 Hold and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.27B vs. EQTKX (1.01B). EQTKX pays higher dividends than JEPCX: EQTKX (9.82) vs JEPCX (7.53). EQTKX was incepted earlier than JEPCX: EQTKX (22 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than EQTKX (1.19). JEPCX is a more actively managed with annual turnover of: 176.00 vs. EQTKX (74.00). EQTKX (1000) and JEPCX (1000) have matching initial minimum investment requirements. EQTKX annual gain was more profitable for investors over the last year : 8.31 vs. JEPCX (2.95). JEPCX return over 5 years is better than : 58.80 vs. EQTKX (48.52).
| EQTKX | JEPCX | EQTKX / JEPCX | |
| Total Expense Ratio | 1.19 | 1.35 | 88% |
| Annual Report Gross Expense Ratio | 1.19 | 1.35 | 88% |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 7.259 | 3.096 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 6.27B | 16% |
| Annual Yield % from dividends | 9.82 | 7.53 | 130% |
| Returns for 1 year | 8.31 | 2.95 | 282% |
| Returns for 3 years | 55.09 | 38.37 | 144% |
| Returns for 5 years | 48.52 | 58.80 | 83% |
| Returns for 10 years | 25.47 | N/A | - |
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