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EQTKX vs JEPRX
EQTKX vs JEPRX Comparison Chart in %
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EQTKX vs. JEPRX 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 JEPRX is a Hold.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.42B vs. EQTKX (947M). EQTKX pays higher dividends than JEPRX: EQTKX (10.04) vs JEPRX (8.54). EQTKX was incepted earlier than JEPRX: EQTKX (22 years) vs JEPRX (7 years). EQTKX (1.19) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. EQTKX (74.00). EQTKX has a lower initial minimum investment than JEPRX: EQTKX (1000) vs JEPRX (15000000). EQTKX annual gain was more profitable for investors over the last year : 9.12 vs. JEPRX (7.95). JEPRX return over 5 years is better than : 68.99 vs. EQTKX (43.29).
| EQTKX | JEPRX | EQTKX / JEPRX | |
| Total Expense Ratio | 1.19 | 0.35 | 340% |
| Annual Report Gross Expense Ratio | 1.19 | 0.35 | 340% |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 4.129 | 3.202 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 6.42B | 15% |
| Annual Yield % from dividends | 10.04 | 8.54 | 118% |
| Returns for 1 year | 9.12 | 7.95 | 115% |
| Returns for 3 years | 42.31 | 35.03 | 121% |
| Returns for 5 years | 43.29 | 68.99 | 63% |
| Returns for 10 years | 7.81 | N/A | - |
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