Ad is loading...
EQTKX vs JEPCX
EQTKX vs JEPCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EQTKX vs. JEPCX commentary
Nov 15, 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 EQTKX is a Buy and JEPCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.52B vs. EQTKX (816M). EQTKX pays higher dividends than JEPCX: EQTKX (8.70) vs JEPCX (6.58). EQTKX was incepted earlier than JEPCX: EQTKX (21 years) vs JEPCX (6 years). JEPCX is a more actively managed with annual turnover of: 189.00 vs. EQTKX (79.00). EQTKX (1000) and JEPCX (1000) have matching initial minimum investment requirements. EQTKX annual gain was more profitable for investors over the last year : 22.60 vs. JEPCX (18.34). JEPCX return over 5 years is better than : 54.40 vs. EQTKX (28.09).
| EQTKX | JEPCX | EQTKX / JEPCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 6 years | - |
| Gain YTD | 19.038 | 14.655 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 6.52B | 13% |
| Annual Yield % from dividends | 8.70 | 6.58 | 132% |
| Returns for 1 year | 22.60 | 18.34 | 123% |
| Returns for 3 years | 19.01 | 23.44 | 81% |
| Returns for 5 years | 28.09 | 54.40 | 52% |
| Returns for 10 years | 9.64 | 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 % |
| IRSEX | 17.89 | 0.12 | +0.68% |
| Delaware Real Estate Securities R6 | |||
| VMCIX | 75.64 | -0.09 | -0.12% |
| Vanguard Mid Cap Index Institutional | |||
| RYVLX | 588.56 | -1.95 | -0.33% |
| Rydex NASDAQ-100® 2x Strategy A | |||
| HRSIX | 81.60 | -0.52 | -0.63% |
| Hood River Small-Cap Growth Retirement | |||
| TSVAX | 20.26 | -0.13 | -0.64% |
| PGIM Quant Solutions Small-Cap Val A | |||