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JEPI vs NFJ
JEPI vs NFJ Comparison Chart in %
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JEPI vs. NFJ commentary
Aug 29, 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 Buy and NFJ is a StrongBuy.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 41.2B vs. NFJ (1.34B). NFJ has a higher annual dividend yield than JEPI: NFJ (8.697) vs JEPI (4.519). JEPI was incepted earlier than NFJ: JEPI (5 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).
| JEPI | NFJ | JEPI / NFJ | |
| Gain YTD | 4.519 | 8.697 | 52% |
| Net Assets | 41.2B | 1.34B | 3,065% |
| Total Expense Ratio | 0.35 | 0.95 | 37% |
| Turnover | 174.00 | 58.00 | 300% |
| Yield | 8.40 | 1.56 | 540% |
| Fund Existence | 5 years | 21 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| JEPI | NFJ | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 73% |
| Stochastic ODDS (%) | 1 day ago 66% | 1 day ago 70% |
| Momentum ODDS (%) | 1 day ago 85% | 1 day ago 89% |
| MACD ODDS (%) | 1 day ago 72% | 1 day ago 87% |
| TrendWeek ODDS (%) | 1 day ago 81% | 1 day ago 82% |
| TrendMonth ODDS (%) | 1 day ago 78% | 1 day ago 81% |
| Advances ODDS (%) | 1 day ago 78% | 1 day ago 81% |
| Declines ODDS (%) | 29 days ago 69% | 9 days ago 81% |
| BollingerBands ODDS (%) | 1 day ago 78% | 1 day ago 84% |
| Aroon ODDS (%) | 1 day ago 77% | 1 day ago 79% |
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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 % | ||
|---|---|---|---|---|
| JEPI | 100% | +0.11% | ||
| MET - JEPI | 78% Closely correlated | -0.38% | ||
| AXP - JEPI | 77% Closely correlated | +1.40% | ||
| DOV - JEPI | 77% Closely correlated | -0.61% | ||
| CPAY - JEPI | 75% Closely correlated | -0.02% | ||
| AMP - JEPI | 75% Closely correlated | -0.31% | ||
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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 % | ||
|---|---|---|---|---|
| NFJ | 100% | +0.46% | ||
| BAC - NFJ | 21% Poorly correlated | +0.22% | ||
| PNC - NFJ | 19% Poorly correlated | -0.20% | ||
| REXR - NFJ | 13% Poorly correlated | -1.01% | ||
| INTU - NFJ | 13% Poorly correlated | +0.76% | ||
| TMO - NFJ | 10% Poorly correlated | +0.33% | ||
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