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EQTKX vs JEPRX
EQTKX vs JEPRX Comparison Chart
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EQTKX vs. JEPRX 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 JEPRX is a Hold.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.51B vs. EQTKX (863M). EQTKX pays higher dividends than JEPRX: EQTKX (8.70) vs JEPRX (7.53). EQTKX was incepted earlier than JEPRX: EQTKX (21 years) vs JEPRX (6 years). JEPRX is a more actively managed with annual turnover of: 189.00 vs. EQTKX (79.00). 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 : 18.31 vs. JEPRX (13.59). JEPRX return over 5 years is better than : 55.21 vs. EQTKX (36.20).
| EQTKX | JEPRX | EQTKX / JEPRX | |
| 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 | 1.882 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 6.51B | 13% |
| Annual Yield % from dividends | 8.70 | 7.53 | 116% |
| Returns for 1 year | 18.31 | 13.59 | 135% |
| Returns for 3 years | 29.00 | 28.78 | 101% |
| Returns for 5 years | 36.20 | 55.21 | 66% |
| Returns for 10 years | 9.27 | N/A | - |
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