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EQTKX vs JEPIX
EQTKX vs JEPIX Comparison Chart
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EQTKX vs. JEPIX commentary
Jan 24, 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 JEPIX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.51B vs. EQTKX (863M). EQTKX pays higher dividends than JEPIX: EQTKX (8.70) vs JEPIX (7.29). EQTKX was incepted earlier than JEPIX: EQTKX (21 years) vs JEPIX (6 years). JEPIX is a more actively managed with annual turnover of: 189.00 vs. EQTKX (79.00). EQTKX has a lower initial minimum investment than JEPIX: EQTKX (1000) vs JEPIX (1000000). EQTKX annual gain was more profitable for investors over the last year : 18.31 vs. JEPIX (13.23). JEPIX return over 5 years is better than : 53.27 vs. EQTKX (36.20).
| EQTKX | JEPIX | EQTKX / JEPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 6 years | - |
| Gain YTD | 3.232 | 1.811 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 6.51B | 13% |
| Annual Yield % from dividends | 8.70 | 7.29 | 119% |
| Returns for 1 year | 18.31 | 13.23 | 138% |
| Returns for 3 years | 29.00 | 27.73 | 105% |
| Returns for 5 years | 36.20 | 53.27 | 68% |
| Returns for 10 years | 9.27 | N/A | - |
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