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EQTKX vs JEPRX
EQTKX vs JEPRX Comparison Chart
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EQTKX vs. JEPRX 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 5.7B vs. EQTKX (771M). EQTKX pays higher dividends than JEPRX: EQTKX (10.69) vs JEPRX (7.81). 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). JEPRX annual gain was more profitable for investors over the last year : -3.67 vs. EQTKX (-5.04). JEPRX return over 5 years is better than : 60.09 vs. EQTKX (30.99).
| 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 | -12.639 | -9.663 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 5.7B | 14% |
| Annual Yield % from dividends | 10.69 | 7.81 | 137% |
| Returns for 1 year | -5.04 | -3.67 | 137% |
| Returns for 3 years | 6.54 | 7.98 | 82% |
| Returns for 5 years | 30.99 | 60.09 | 52% |
| Returns for 10 years | -9.35 | N/A | - |
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