JEPI
Price
$55.85
Change
-$0.47 (-0.83%)
Updated
Nov 20, 04:59 PM (EDT)
Net Assets
40.41B
Intraday BUY SELL Signals
NFJ
Price
$12.45
Change
-$0.11 (-0.88%)
Updated
Nov 20, 04:59 PM (EDT)
Net Assets
1.32B
Intraday BUY SELL Signals
Interact to see
Advertisement

JEPI vs NFJ

Header iconJEPI vs NFJ Comparison
Open Charts JEPI vs NFJBanner chart's image
JPMorgan Equity Premium Income ETF
Price$55.85
Change-$0.47 (-0.83%)
Volume$32.59K
Net Assets40.41B
Virtus Dividend Interest & Premium Strategy Fund
Price$12.45
Change-$0.11 (-0.88%)
Volume$7.4K
Net Assets1.32B
JEPI vs NFJ Comparison Chart in %
JEPI
Daily Signal:
Gain/Loss:
NFJ
Daily Signal:
Gain/Loss:
View a ticker or compare two or three
VS
JEPI vs. NFJ commentary
Nov 21, 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 JEPI is a Hold and NFJ is a Hold.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 40.4B vs. NFJ (1.32B). NFJ has a higher annual dividend yield than JEPI: NFJ (6.067) vs JEPI (4.019). JEPI was incepted earlier than NFJ: JEPI (6 years) vs NFJ (21 years). JEPI (0.35) has a lower expense ratio than NFJ (0.95). JEPI has a higher turnover NFJ (58.00) vs NFJ (58.00).
JEPINFJJEPI / NFJ
Gain YTD4.0196.06766%
Net Assets40.4B1.32B3,061%
Total Expense Ratio0.350.9537%
Turnover172.0058.00297%
Yield8.353.16264%
Fund Existence6 years21 years-
TECHNICAL ANALYSIS
Technical Analysis
JEPINFJ
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bullish Trend 2 days ago
80%
Bullish Trend 2 days ago
85%
Momentum
ODDS (%)
Bearish Trend 2 days ago
68%
Bearish Trend 2 days ago
76%
MACD
ODDS (%)
Bearish Trend 2 days ago
62%
Bearish Trend 2 days ago
73%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
66%
Bearish Trend 2 days ago
79%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
68%
Bearish Trend 2 days ago
75%
Advances
ODDS (%)
Bullish Trend 9 days ago
76%
Bullish Trend 10 days ago
82%
Declines
ODDS (%)
Bearish Trend 3 days ago
66%
Bearish Trend 3 days ago
79%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
80%
Bullish Trend 2 days ago
82%
Aroon
ODDS (%)
N/A
Bearish Trend 2 days ago
77%
View a ticker or compare two or three
Interact to see
Advertisement
JEPI
Daily Signal:
Gain/Loss:
NFJ
Daily Signal:
Gain/Loss:
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
STMZF13.750.04
+0.29%
Scottish Mortgage Investment Trust PLC
VBND44.010.06
+0.13%
Vident U.S. Bond Strategy ETF
PBFB29.57-0.17
-0.56%
PGIM S&P 500 Buffer 20 ETF - Feb
SLX75.82-1.21
-1.57%
VanEck Steel ETF
SLYV83.97-1.93
-2.25%
State Street® SPDR® S&P 600™ Sm CpValETF

JEPI and

Correlation & Price change

A.I.dvisor indicates that over the last year, JEPI has been closely correlated with MET. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPI jumps, then MET could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JEPI
1D Price
Change %
JEPI100%
-0.83%
MET - JEPI
78%
Closely correlated
-1.12%
AXP - JEPI
78%
Closely correlated
-0.24%
DOV - JEPI
77%
Closely correlated
-0.90%
AMP - JEPI
75%
Closely correlated
-1.82%
ADI - JEPI
75%
Closely correlated
-3.01%
More

NFJ and

Correlation & Price change

A.I.dvisor tells us that NFJ and BAC have been poorly correlated (+21% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that NFJ and BAC's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NFJ
1D Price
Change %
NFJ100%
-0.88%
BAC - NFJ
21%
Poorly correlated
-1.96%
PNC - NFJ
19%
Poorly correlated
+0.31%
REXR - NFJ
13%
Poorly correlated
+0.15%
INTU - NFJ
13%
Poorly correlated
-2.03%
TMO - NFJ
10%
Poorly correlated
-0.18%
More