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JEPIX vs KNGCX
JEPIX vs KNGCX Comparison Chart
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JEPIX vs. KNGCX commentary
May 24, 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 JEPIX is a Buy and KNGCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.28B vs. KNGCX (53.7M). JEPIX pays higher dividends than KNGCX: JEPIX (8.04) vs KNGCX (0.43). JEPIX was incepted earlier than KNGCX: JEPIX (7 years) vs KNGCX (8 years). KNGCX (2.21) is less costly to investors than JEPIX (0.60). KNGCX is a more actively managed with annual turnover of: 536.68 vs. JEPIX (176.00). KNGCX has a lower initial minimum investment than JEPIX: KNGCX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 5.14 vs. KNGCX (-8.47). JEPIX return over 5 years is better than : 70.49 vs. KNGCX (19.20).
| JEPIX | KNGCX | JEPIX / KNGCX | |
| Total Expense Ratio | 0.60 | 1.95 | 31% |
| Annual Report Gross Expense Ratio | 0.60 | 2.21 | 27% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | -0.935 | -1.715 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28B | 53.7M | 11,689% |
| Annual Yield % from dividends | 8.04 | 0.43 | 1,889% |
| Returns for 1 year | 5.14 | -8.47 | -61% |
| Returns for 3 years | 27.94 | -9.28 | -301% |
| Returns for 5 years | 70.49 | 19.20 | 367% |
| Returns for 10 years | N/A | N/A | - |
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