Ad is loading...
EQTKX vs JEPSX
EQTKX vs JEPSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EQTKX vs. JEPSX 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 JEPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.52B vs. EQTKX (816M). EQTKX pays higher dividends than JEPSX: EQTKX (8.70) vs JEPSX (7.43). EQTKX was incepted earlier than JEPSX: EQTKX (21 years) vs JEPSX (6 years). JEPSX is a more actively managed with annual turnover of: 189.00 vs. EQTKX (79.00). JEPSX has a lower initial minimum investment than EQTKX: JEPSX (0) vs EQTKX (1000). EQTKX annual gain was more profitable for investors over the last year : 22.60 vs. JEPSX (19.32). JEPSX return over 5 years is better than : 61.48 vs. EQTKX (28.09).
| EQTKX | JEPSX | EQTKX / JEPSX | |
| 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 | 15.515 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 6.52B | 13% |
| Annual Yield % from dividends | 8.70 | 7.43 | 117% |
| Returns for 1 year | 22.60 | 19.32 | 117% |
| Returns for 3 years | 19.01 | 26.83 | 71% |
| Returns for 5 years | 28.09 | 61.48 | 46% |
| Returns for 10 years | 9.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers