ETY
Price
$13.52
Change
+$0.23 (+1.73%)
Updated
Apr 24, 04:59 PM (EDT)
Net Assets
2.13B
JEPI
Price
$54.85
Change
+$0.64 (+1.18%)
Updated
Apr 24, 04:59 PM (EDT)
Net Assets
37.65B
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ETY vs JEPI

Header iconETY vs JEPI Comparison
Open Charts ETY vs JEPIBanner chart's image
Eaton Vance Tax-Managed Diversified Equity Income Fund
Price$13.52
Change+$0.23 (+1.73%)
Volume$100
Net Assets2.13B
JPMorgan Equity Premium Income ETF
Price$54.85
Change+$0.64 (+1.18%)
Volume$19.4K
Net Assets37.65B
ETY vs JEPI Comparison Chart
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ETY
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
JEPI
Daily Signalchanged days ago
Gain/Loss if bought
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ETY vs. JEPI commentary
Apr 25, 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 ETY is a Buy and JEPI is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
JEPI has more net assets: 37.6B vs. ETY (2.13B). JEPI has a higher annual dividend yield than ETY: JEPI (-2.957) vs ETY (-8.633). ETY was incepted earlier than JEPI: ETY (18 years) vs JEPI (5 years). JEPI (0.35) has a lower expense ratio than ETY (1.20). JEPI has a higher turnover ETY (39.00) vs ETY (39.00).
ETYJEPIETY / JEPI
Gain YTD-8.633-2.957292%
Net Assets2.13B37.6B6%
Total Expense Ratio1.200.35343%
Turnover39.00174.0022%
Yield0.007.47-
Fund Existence18 years5 years-
TECHNICAL ANALYSIS
Technical Analysis
ETYJEPI
RSI
ODDS (%)
Bullish Trend 2 days ago
79%
Bullish Trend 2 days ago
79%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
85%
Bullish Trend 2 days ago
87%
Momentum
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
76%
MACD
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
75%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
75%
Bearish Trend 2 days ago
69%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
78%
Bearish Trend 2 days ago
71%
Advances
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
79%
Declines
ODDS (%)
Bearish Trend 9 days ago
78%
Bearish Trend 9 days ago
69%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bearish Trend 2 days ago
81%
Bearish Trend 2 days ago
56%
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ETY
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
JEPI
Daily Signalchanged days ago
Gain/Loss if bought
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ETY and

Correlation & Price change

A.I.dvisor tells us that ETY and AAPL have been poorly correlated (+17% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that ETY and AAPL's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ETY
1D Price
Change %
ETY100%
+2.07%
AAPL - ETY
17%
Poorly correlated
+2.43%
TRU - ETY
9%
Poorly correlated
+2.25%
NVDA - ETY
9%
Poorly correlated
+3.86%
LLY - ETY
8%
Poorly correlated
+0.23%
MSFT - ETY
8%
Poorly correlated
+2.06%
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JEPI and

Correlation & Price change

A.I.dvisor indicates that over the last year, JEPI has been closely correlated with EMR. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPI jumps, then EMR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JEPI
1D Price
Change %
JEPI100%
+1.13%
EMR - JEPI
75%
Closely correlated
+3.94%
CMI - JEPI
71%
Closely correlated
+3.63%
CAT - JEPI
69%
Closely correlated
+3.75%
SYK - JEPI
68%
Closely correlated
+1.10%
BAC - JEPI
66%
Closely correlated
+2.14%
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