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EQTKX vs JEPIX
EQTKX vs JEPIX Comparison Chart in %
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EQTKX vs. JEPIX commentary
Jul 19, 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 JEPIX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.42B vs. EQTKX (947M). EQTKX pays higher dividends than JEPIX: EQTKX (10.04) vs JEPIX (8.28). EQTKX was incepted earlier than JEPIX: EQTKX (22 years) vs JEPIX (7 years). EQTKX (1.19) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. EQTKX (74.00). 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 : 9.12 vs. JEPIX (7.67). JEPIX return over 5 years is better than : 66.88 vs. EQTKX (43.29).
| EQTKX | JEPIX | EQTKX / JEPIX | |
| Total Expense Ratio | 1.19 | 0.60 | 198% |
| Annual Report Gross Expense Ratio | 1.19 | 0.60 | 198% |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 4.129 | 3.002 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 6.42B | 15% |
| Annual Yield % from dividends | 10.04 | 8.28 | 121% |
| Returns for 1 year | 9.12 | 7.67 | 119% |
| Returns for 3 years | 42.31 | 33.91 | 125% |
| Returns for 5 years | 43.29 | 66.88 | 65% |
| Returns for 10 years | 7.81 | N/A | - |
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