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FLEKX vs JEPIX
FLEKX vs JEPIX Comparison Chart in %
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FLEKX vs. JEPIX 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 FLEKX is a Buy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.33B vs. FLEKX (136M). FLEKX pays higher dividends than JEPIX: FLEKX (11.82) vs JEPIX (8.46). 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 : 15.69 vs. JEPIX (7.96). JEPIX return over 5 years is better than : 60.02 vs. FLEKX (33.61).
| 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 | 12.094 | 2.043 | 592% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 6.33B | 2% |
| Annual Yield % from dividends | 11.82 | 8.46 | 140% |
| Returns for 1 year | 15.69 | 7.96 | 197% |
| Returns for 3 years | 26.48 | 25.90 | 102% |
| Returns for 5 years | 33.61 | 60.02 | 56% |
| Returns for 10 years | N/A | N/A | - |
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