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JEPI vs NFJ
JEPI vs NFJ Comparison Chart in %
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JEPI vs. NFJ commentary
Jul 17, 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 Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 40.8B vs. NFJ (1.31B). NFJ has a higher annual dividend yield than JEPI: NFJ (4.369) vs JEPI (2.895). JEPI was incepted earlier than NFJ: JEPI (5 years) vs NFJ (20 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 | 2.895 | 4.369 | 66% |
| Net Assets | 40.8B | 1.31B | 3,110% |
| Total Expense Ratio | 0.35 | 0.95 | 37% |
| Turnover | 174.00 | 58.00 | 300% |
| Yield | 8.22 | 1.58 | 519% |
| Fund Existence | 5 years | 20 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| JEPI | NFJ | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 56% | 1 day ago 79% |
| Stochastic ODDS (%) | 1 day ago 67% | 1 day ago 84% |
| Momentum ODDS (%) | 1 day ago 76% | N/A |
| MACD ODDS (%) | 1 day ago 64% | 1 day ago 84% |
| TrendWeek ODDS (%) | 1 day ago 69% | 1 day ago 81% |
| TrendMonth ODDS (%) | 1 day ago 77% | 1 day ago 80% |
| Advances ODDS (%) | 9 days ago 79% | 8 days ago 82% |
| Declines ODDS (%) | 30 days ago 70% | 1 day ago 81% |
| BollingerBands ODDS (%) | 1 day ago 69% | 1 day ago 80% |
| Aroon ODDS (%) | 1 day ago 75% | 1 day ago 81% |
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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.
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1W
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1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To NFJ | 1D Price Change % | ||
|---|---|---|---|---|
| NFJ | 100% | -0.24% | ||
| BAC - NFJ | 21% Poorly correlated | -0.26% | ||
| PNC - NFJ | 19% Poorly correlated | +0.93% | ||
| REXR - NFJ | 13% Poorly correlated | +0.33% | ||
| INTU - NFJ | 13% Poorly correlated | +0.64% | ||
| TMO - NFJ | 10% Poorly correlated | -0.40% | ||
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