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EQTKX vs JEPIX
EQTKX vs JEPIX Comparison Chart
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EQTKX vs. JEPIX commentary
Nov 15, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.52B vs. EQTKX (816M). 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 : 22.60 vs. JEPIX (19.14). JEPIX return over 5 years is better than : 60.16 vs. EQTKX (28.09).
| 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 | 19.038 | 15.374 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 6.52B | 13% |
| Annual Yield % from dividends | 8.70 | 7.29 | 119% |
| Returns for 1 year | 22.60 | 19.14 | 118% |
| Returns for 3 years | 19.01 | 26.26 | 72% |
| Returns for 5 years | 28.09 | 60.16 | 47% |
| Returns for 10 years | 9.64 | N/A | - |
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