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EQTKX vs JEPSX
EQTKX vs JEPSX Comparison Chart in %
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EQTKX vs. JEPSX commentary
Aug 13, 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 StrongBuy and JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.33B vs. EQTKX (965M). EQTKX pays higher dividends than JEPSX: EQTKX (10.01) vs JEPSX (8.61). EQTKX was incepted earlier than JEPSX: EQTKX (22 years) vs JEPSX (7 years). EQTKX (1.19) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. EQTKX (74.00). 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 : 11.46 vs. JEPSX (8.11). JEPSX return over 5 years is better than : 61.21 vs. EQTKX (40.65).
| EQTKX | JEPSX | EQTKX / JEPSX | |
| Total Expense Ratio | 1.19 | 0.45 | 264% |
| Annual Report Gross Expense Ratio | 1.19 | 0.54 | 220% |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 3.998 | 2.127 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 965M | 6.33B | 15% |
| Annual Yield % from dividends | 10.01 | 8.61 | 116% |
| Returns for 1 year | 11.46 | 8.11 | 141% |
| Returns for 3 years | 31.71 | 26.45 | 120% |
| Returns for 5 years | 40.65 | 61.21 | 66% |
| Returns for 10 years | 8.97 | N/A | - |
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