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JEPI vs NFJ
JEPI vs NFJ Comparison Chart
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JEPI vs. NFJ commentary
Mar 04, 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: 40.2B vs. NFJ (1.36B). JEPI has a higher annual dividend yield than NFJ: JEPI (3.842) vs NFJ (1.108). JEPI was incepted earlier than NFJ: JEPI (5 years) vs NFJ (20 years). JEPI has a higher turnover NFJ (102.00) vs NFJ (102.00).
| JEPI | NFJ | JEPI / NFJ | |
| Gain YTD | 3.842 | 1.108 | 347% |
| Net Assets | 40.2B | 1.36B | 2,965% |
| Total Expense Ratio | N/A | N/A | - |
| Turnover | 190.00 | 102.00 | 186% |
| Yield | 7.55 | 2.29 | 329% |
| Fund Existence | 5 years | 20 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| JEPI | NFJ | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 60% | 4 days ago 90% |
| Stochastic ODDS (%) | 4 days ago 89% | 4 days ago 84% |
| Momentum ODDS (%) | 4 days ago 74% | 4 days ago 73% |
| MACD ODDS (%) | 4 days ago 63% | 4 days ago 76% |
| TrendWeek ODDS (%) | 4 days ago 82% | 4 days ago 84% |
| TrendMonth ODDS (%) | 4 days ago 78% | 4 days ago 75% |
| Advances ODDS (%) | 13 days ago 79% | N/A |
| Declines ODDS (%) | 5 days ago 68% | 5 days ago 80% |
| BollingerBands ODDS (%) | 4 days ago 56% | 4 days ago 89% |
| Aroon ODDS (%) | 4 days ago 75% | 4 days ago 74% |
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JEPI and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEPI has been loosely correlated with MA. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if JEPI jumps, then MA could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To JEPI | 1D Price Change % | ||
|---|---|---|---|---|
| JEPI | 100% | +1.23% | ||
| MA - JEPI | 65% Loosely correlated | +2.03% | ||
| FI - JEPI | 64% Loosely correlated | +1.77% | ||
| SPGI - JEPI | 62% Loosely correlated | +1.60% | ||
| V - JEPI | 62% Loosely correlated | +1.96% | ||
| AVY - JEPI | 61% Loosely correlated | +1.34% | ||
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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% | +1.59% | ||
| BAC - NFJ | 21% Poorly correlated | +4.49% | ||
| PNC - NFJ | 19% Poorly correlated | +1.78% | ||
| REXR - NFJ | 13% Poorly correlated | +1.30% | ||
| INTU - NFJ | 13% Poorly correlated | +2.24% | ||
| TMO - NFJ | 10% Poorly correlated | +1.10% | ||
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