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EQTKX vs JEPRX
EQTKX vs JEPRX Comparison Chart
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EQTKX vs. JEPRX commentary
Jun 07, 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: 6.31B vs. EQTKX (902M). EQTKX pays higher dividends than JEPRX: EQTKX (10.29) 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 : 9.16 vs. JEPRX (6.87). JEPRX return over 5 years is better than : 69.51 vs. EQTKX (37.97).
| 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 | 0.796 | 0.413 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 902M | 6.31B | 14% |
| Annual Yield % from dividends | 10.29 | 8.54 | 120% |
| Returns for 1 year | 9.16 | 6.87 | 133% |
| Returns for 3 years | 29.27 | 25.71 | 114% |
| Returns for 5 years | 37.97 | 69.51 | 55% |
| Returns for 10 years | 4.87 | N/A | - |
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