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EQTKX vs JEPCX
EQTKX vs JEPCX Comparison Chart
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EQTKX vs. JEPCX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.56B vs. EQTKX (887M). 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 : 13.26 vs. JEPCX (10.98). JEPCX return over 5 years is better than : 46.08 vs. EQTKX (34.46).
| 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 | 1.802 | 2.774 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 6.56B | 14% |
| Annual Yield % from dividends | 8.70 | 6.58 | 132% |
| Returns for 1 year | 13.26 | 10.98 | 121% |
| Returns for 3 years | 28.73 | 27.54 | 104% |
| Returns for 5 years | 34.46 | 46.08 | 75% |
| Returns for 10 years | 4.94 | N/A | - |
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