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JEPCX vs KNGIX
JEPCX vs KNGIX Comparison Chart
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JEPCX vs. KNGIX commentary
May 24, 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 KNGIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.25B vs. KNGIX (53.5M). JEPCX pays higher dividends than KNGIX: JEPCX (7.25) vs KNGIX (1.62). JEPCX was incepted earlier than KNGIX: JEPCX (7 years) vs KNGIX (8 years). JEPCX (1.35) and KNGIX (1.29) have similar cost to investors . KNGIX is a more actively managed with annual turnover of: 536.68 vs. JEPCX (176.00). JEPCX has a lower initial minimum investment than KNGIX: JEPCX (1000) vs KNGIX (100000). JEPCX annual gain was more profitable for investors over the last year : 4.71 vs. KNGIX (-6.85). JEPCX return over 5 years is better than : 63.64 vs. KNGIX (24.56).
| JEPCX | KNGIX | JEPCX / KNGIX | |
| Total Expense Ratio | 1.35 | 0.95 | 142% |
| Annual Report Gross Expense Ratio | 1.35 | 1.29 | 105% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | -1.471 | -2.014 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.25B | 53.5M | 11,684% |
| Annual Yield % from dividends | 7.25 | 1.62 | 449% |
| Returns for 1 year | 4.71 | -6.85 | -69% |
| Returns for 3 years | 24.19 | -7.49 | -323% |
| Returns for 5 years | 63.64 | 24.56 | 259% |
| Returns for 10 years | N/A | N/A | - |
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