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EQTKX vs JEPCX
EQTKX vs JEPCX Comparison
Open Charts EQTKX vs JEPCX
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EQTKX vs JEPCX Comparison Chart
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EQTKX vs. JEPCX commentary
Sep 21, 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 (763M). 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 : 21.73 vs. JEPCX (16.66). JEPCX return over 5 years is better than : 52.11 vs. EQTKX (27.80).
| 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 | 14.878 | 11.517 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 6.52B | 12% |
| Annual Yield % from dividends | 8.70 | 6.58 | 132% |
| Returns for 1 year | 21.73 | 16.66 | 130% |
| Returns for 3 years | 22.69 | 24.60 | 92% |
| Returns for 5 years | 27.80 | 52.11 | 53% |
| Returns for 10 years | 8.48 | N/A | - |
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