Interact to see
Advertisement
Advertisement
EQTKX vs JEPCX
EQTKX vs JEPCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EQTKX vs. JEPCX commentary
Oct 18, 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 Hold and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.14B vs. EQTKX (1B). EQTKX pays higher dividends than JEPCX: EQTKX (9.54) vs JEPCX (7.47). 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 : 6.27 vs. JEPCX (1.79). JEPCX return over 5 years is better than : 53.22 vs. EQTKX (41.53).
| 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 | 6.977 | 3.600 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 6.14B | 16% |
| Annual Yield % from dividends | 9.54 | 7.47 | 128% |
| Returns for 1 year | 6.27 | 1.79 | 351% |
| Returns for 3 years | 50.38 | 35.49 | 142% |
| Returns for 5 years | 41.53 | 53.22 | 78% |
| Returns for 10 years | 17.65 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement