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EQTKX vs JEPCX
EQTKX vs JEPCX Comparison Chart
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EQTKX vs. JEPCX commentary
Apr 10, 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: 5.7B vs. EQTKX (771M). EQTKX pays higher dividends than JEPCX: EQTKX (10.69) vs JEPCX (6.79). 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. JEPCX annual gain was more profitable for investors over the last year : -4.71 vs. EQTKX (-5.04). JEPCX return over 5 years is better than : 52.16 vs. EQTKX (30.99).
| 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 | -12.639 | -9.960 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 5.7B | 14% |
| Annual Yield % from dividends | 10.69 | 6.79 | 157% |
| Returns for 1 year | -5.04 | -4.71 | 107% |
| Returns for 3 years | 6.54 | 4.69 | 140% |
| Returns for 5 years | 30.99 | 52.16 | 59% |
| Returns for 10 years | -9.35 | N/A | - |
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