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EQTKX vs JEPSX
EQTKX vs JEPSX Comparison
Open Charts EQTKX vs JEPSX
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EQTKX vs JEPSX Comparison Chart
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EQTKX vs. JEPSX commentary
Sep 21, 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 (763M). 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 : 21.73 vs. JEPSX (17.80). JEPSX return over 5 years is better than : 59.17 vs. EQTKX (27.80).
| 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 | 14.878 | 12.263 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 6.52B | 12% |
| Annual Yield % from dividends | 8.70 | 7.43 | 117% |
| Returns for 1 year | 21.73 | 17.80 | 122% |
| Returns for 3 years | 22.69 | 28.10 | 81% |
| Returns for 5 years | 27.80 | 59.17 | 47% |
| Returns for 10 years | 8.48 | N/A | - |
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