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JEPIX vs KNGCX
JEPIX vs KNGCX Comparison Chart
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JEPIX vs. KNGCX commentary
Apr 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 JEPIX is a Buy and KNGCX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.41B vs. KNGCX (56.9M). JEPIX pays higher dividends than KNGCX: JEPIX (7.56) vs KNGCX (0.22). JEPIX was incepted earlier than KNGCX: JEPIX (7 years) vs KNGCX (8 years). KNGCX (2.15) 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 : 7.43 vs. KNGCX (-9.19). JEPIX return over 5 years is better than : 91.75 vs. KNGCX (36.26).
| JEPIX | KNGCX | JEPIX / KNGCX | |
| Total Expense Ratio | 0.60 | 1.95 | 31% |
| Annual Report Gross Expense Ratio | 0.60 | 2.15 | 28% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 0.794 | -1.715 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 56.9M | 11,267% |
| Annual Yield % from dividends | 7.56 | 0.22 | 3,447% |
| Returns for 1 year | 7.43 | -9.19 | -81% |
| Returns for 3 years | 21.29 | -15.59 | -137% |
| Returns for 5 years | 91.75 | 36.26 | 253% |
| Returns for 10 years | N/A | N/A | - |
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