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JEPI vs NFJ
JEPI vs NFJ Comparison Chart
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JEPI vs. NFJ commentary
May 09, 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 StrongBuy and NFJ is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 39.2B vs. NFJ (1.25B). JEPI has a higher annual dividend yield than NFJ: JEPI (-0.580) vs NFJ (-4.046). 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 | -0.580 | -4.046 | 14% |
| Net Assets | 39.2B | 1.25B | 3,139% |
| Total Expense Ratio | 0.35 | 0.95 | 37% |
| Turnover | 174.00 | 58.00 | 300% |
| Yield | 7.79 | 3.50 | 222% |
| Fund Existence | 5 years | 20 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| JEPI | NFJ | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 84% | 2 days ago 85% |
| Stochastic ODDS (%) | 2 days ago 64% | 2 days ago 80% |
| Momentum ODDS (%) | 2 days ago 81% | 2 days ago 82% |
| MACD ODDS (%) | 2 days ago 76% | 2 days ago 84% |
| TrendWeek ODDS (%) | 2 days ago 81% | 2 days ago 82% |
| TrendMonth ODDS (%) | 2 days ago 77% | 2 days ago 81% |
| Advances ODDS (%) | 10 days ago 79% | 2 days ago 82% |
| Declines ODDS (%) | 4 days ago 70% | N/A |
| BollingerBands ODDS (%) | 4 days ago 83% | 4 days ago 77% |
| Aroon ODDS (%) | 2 days ago 46% | 2 days ago 75% |
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JEPI and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEPI has been closely correlated with EMR. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPI jumps, then EMR could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To JEPI | 1D Price Change % | ||
|---|---|---|---|---|
| JEPI | 100% | -0.02% | ||
| EMR - JEPI | 75% Closely correlated | +2.29% | ||
| CMI - JEPI | 71% Closely correlated | +2.84% | ||
| CAT - JEPI | 70% Closely correlated | +1.24% | ||
| SYK - JEPI | 68% Closely correlated | -0.42% | ||
| BAC - JEPI | 67% Closely correlated | +1.64% | ||
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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% | +0.94% | ||
| BAC - NFJ | 21% Poorly correlated | +1.64% | ||
| PNC - NFJ | 19% Poorly correlated | +1.68% | ||
| REXR - NFJ | 13% Poorly correlated | +0.39% | ||
| INTU - NFJ | 13% Poorly correlated | +2.33% | ||
| TMO - NFJ | 10% Poorly correlated | +0.72% | ||
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