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EQTKX vs JEPCX
EQTKX vs JEPCX Comparison Chart in %
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EQTKX vs. JEPCX commentary
Aug 13, 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 StrongBuy and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.33B vs. EQTKX (965M). EQTKX pays higher dividends than JEPCX: EQTKX (10.01) vs JEPCX (7.69). 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 : 11.46 vs. JEPCX (7.14). JEPCX return over 5 years is better than : 54.14 vs. EQTKX (40.65).
| 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 | 3.998 | 1.592 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 965M | 6.33B | 15% |
| Annual Yield % from dividends | 10.01 | 7.69 | 130% |
| Returns for 1 year | 11.46 | 7.14 | 160% |
| Returns for 3 years | 31.71 | 22.99 | 138% |
| Returns for 5 years | 40.65 | 54.14 | 75% |
| Returns for 10 years | 8.97 | N/A | - |
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