Interact to see
Advertisement
Advertisement
JEPI vs NFJ
JEPI vs NFJ Comparison Chart in %
Loading...
Show more...
Show more...
View a ticker or compare two or three
VS
VS
JEPI vs. NFJ commentary
Aug 07, 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.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 40.4B vs. NFJ (1.31B). NFJ has a higher annual dividend yield than JEPI: NFJ (5.118) vs JEPI (2.326). 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 | 2.326 | 5.118 | 45% |
| Net Assets | 40.4B | 1.31B | 3,075% |
| Total Expense Ratio | 0.35 | 0.95 | 37% |
| Turnover | 174.00 | 58.00 | 300% |
| Yield | 8.40 | 1.56 | 540% |
| Fund Existence | 5 years | 20 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| JEPI | NFJ | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 54% | 2 days ago 79% |
| Stochastic ODDS (%) | 2 days ago 83% | 2 days ago 79% |
| Momentum ODDS (%) | 2 days ago 62% | 2 days ago 71% |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 72% |
| TrendWeek ODDS (%) | 2 days ago 69% | 2 days ago 80% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 81% |
| Advances ODDS (%) | 16 days ago 78% | 14 days ago 82% |
| Declines ODDS (%) | 7 days ago 69% | 7 days ago 81% |
| BollingerBands ODDS (%) | 2 days ago 90% | 2 days ago 85% |
| Aroon ODDS (%) | 2 days ago 74% | 2 days ago 81% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Show more...
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BNOV | 42.02 | 0.20 | +0.47% |
| Innovator US Equity Buffer ETF Nov | |||
| JANW | 35.40 | 0.10 | +0.28% |
| AllianzIM US Large Cap Buffer20 Jan ETF | |||
| MTUL | 34.91 | N/A | N/A |
| ETRACS 2x Lvrgd MSCI US Mntm Fctr TR ETN | |||
| TRIO | 63.15 | N/A | N/A |
| MC Trio Equity Buffered ETF | |||
| DON | 50.68 | -0.06 | -0.12% |
| WisdomTree US MidCap Dividend ETF | |||
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% | +0.16% | ||
| MET - JEPI | 78% Closely correlated | +1.42% | ||
| DOV - JEPI | 77% Closely correlated | -1.63% | ||
| AXP - JEPI | 77% Closely correlated | -0.37% | ||
| CPAY - JEPI | 76% Closely correlated | -1.10% | ||
| ADI - JEPI | 75% Closely correlated | +0.00% | ||
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 % | ||
|---|---|---|---|---|
| NFJ | 100% | +0.72% | ||
| BAC - NFJ | 21% Poorly correlated | -0.31% | ||
| PNC - NFJ | 19% Poorly correlated | -0.23% | ||
| REXR - NFJ | 13% Poorly correlated | -0.54% | ||
| INTU - NFJ | 13% Poorly correlated | +1.33% | ||
| TMO - NFJ | 10% Poorly correlated | -3.75% | ||
More | ||||