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JEPCX vs KNGAX
JEPCX vs KNGAX Comparison Chart
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JEPCX vs. KNGAX commentary
Apr 11, 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 JEPCX is a Buy and KNGAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.1B vs. KNGAX (52.6M). JEPCX pays higher dividends than KNGAX: JEPCX (6.79) vs KNGAX (0.81). JEPCX was incepted earlier than KNGAX: JEPCX (7 years) vs KNGAX (8 years). KNGAX (1.47) is less costly to investors than JEPCX (1.35). KNGAX is a more actively managed with annual turnover of: 536.68 vs. JEPCX (176.00). JEPCX (1000) and KNGAX (1000) have matching initial minimum investment requirements. JEPCX annual gain was more profitable for investors over the last year : 3.21 vs. KNGAX (-11.94). JEPCX return over 5 years is better than : 63.42 vs. KNGAX (19.57).
| JEPCX | KNGAX | JEPCX / KNGAX | |
| Total Expense Ratio | 1.35 | 1.20 | 113% |
| Annual Report Gross Expense Ratio | 1.35 | 1.47 | 92% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | -3.296 | -6.365 | 52% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.1B | 52.6M | 11,587% |
| Annual Yield % from dividends | 6.79 | 0.81 | 839% |
| Returns for 1 year | 3.21 | -11.94 | -27% |
| Returns for 3 years | 13.38 | -18.00 | -74% |
| Returns for 5 years | 63.42 | 19.57 | 324% |
| Returns for 10 years | N/A | N/A | - |
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