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FLEKX vs JEPIX
FLEKX vs JEPIX Comparison Chart in %
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FLEKX vs. JEPIX commentary
Sep 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 FLEKX is a Buy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.4B vs. FLEKX (143M). FLEKX pays higher dividends than JEPIX: FLEKX (11.51) vs JEPIX (8.29). FLEKX was incepted earlier than JEPIX: FLEKX (7 years) vs JEPIX (7 years). FLEKX (1.05) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. FLEKX (114.00). JEPIX has a lower initial minimum investment than FLEKX: JEPIX (1000000) vs FLEKX (5000000). FLEKX annual gain was more profitable for investors over the last year : 15.84 vs. JEPIX (6.27). JEPIX return over 5 years is better than : 63.25 vs. FLEKX (39.33).
| FLEKX | JEPIX | FLEKX / JEPIX | |
| Total Expense Ratio | 0.90 | 0.60 | 150% |
| Annual Report Gross Expense Ratio | 1.05 | 0.60 | 175% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 16.099 | 4.135 | 389% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 6.4B | 2% |
| Annual Yield % from dividends | 11.51 | 8.29 | 139% |
| Returns for 1 year | 15.84 | 6.27 | 253% |
| Returns for 3 years | 38.36 | 34.11 | 112% |
| Returns for 5 years | 39.33 | 63.25 | 62% |
| Returns for 10 years | N/A | N/A | - |
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