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EQTKX vs JEPCX
EQTKX vs JEPCX Comparison Chart
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EQTKX vs. JEPCX 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 JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.31B vs. EQTKX (902M). EQTKX pays higher dividends than JEPCX: EQTKX (10.29) vs JEPCX (7.50). 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 : 9.16 vs. JEPCX (5.80). JEPCX return over 5 years is better than : 61.23 vs. EQTKX (37.97).
| 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 | 0.796 | -0.006 | -14,024% |
| Front Load | N/A | N/A | - |
| 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 | 7.50 | 137% |
| Returns for 1 year | 9.16 | 5.80 | 158% |
| Returns for 3 years | 29.27 | 21.97 | 133% |
| Returns for 5 years | 37.97 | 61.23 | 62% |
| Returns for 10 years | 4.87 | N/A | - |
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