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EQTKX vs JEPIX
EQTKX vs JEPIX Comparison Chart
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EQTKX vs. JEPIX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.7B vs. EQTKX (771M). EQTKX pays higher dividends than JEPIX: EQTKX (10.69) vs JEPIX (7.56). 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). JEPIX annual gain was more profitable for investors over the last year : -3.98 vs. EQTKX (-5.04). JEPIX return over 5 years is better than : 58.08 vs. EQTKX (30.99).
| 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 | -12.639 | -9.782 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 5.7B | 14% |
| Annual Yield % from dividends | 10.69 | 7.56 | 141% |
| Returns for 1 year | -5.04 | -3.98 | 127% |
| Returns for 3 years | 6.54 | 7.10 | 92% |
| Returns for 5 years | 30.99 | 58.08 | 53% |
| Returns for 10 years | -9.35 | N/A | - |
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