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JEPIX vs KNGIX
JEPIX vs KNGIX Comparison Chart
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JEPIX vs. KNGIX 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 KNGIX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.41B vs. KNGIX (56.9M). JEPIX pays higher dividends than KNGIX: JEPIX (7.56) vs KNGIX (1.01). JEPIX was incepted earlier than KNGIX: JEPIX (7 years) vs KNGIX (8 years). KNGIX (1.24) is less costly to investors than JEPIX (0.60). KNGIX is a more actively managed with annual turnover of: 536.68 vs. JEPIX (176.00). KNGIX has a lower initial minimum investment than JEPIX: KNGIX (100000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 7.43 vs. KNGIX (-8.27). JEPIX return over 5 years is better than : 91.75 vs. KNGIX (43.31).
| JEPIX | KNGIX | JEPIX / KNGIX | |
| Total Expense Ratio | 0.60 | 0.95 | 63% |
| Annual Report Gross Expense Ratio | 0.60 | 1.24 | 48% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 0.794 | -1.502 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 56.9M | 11,267% |
| Annual Yield % from dividends | 7.56 | 1.01 | 747% |
| Returns for 1 year | 7.43 | -8.27 | -90% |
| Returns for 3 years | 21.29 | -12.94 | -164% |
| Returns for 5 years | 91.75 | 43.31 | 212% |
| Returns for 10 years | N/A | N/A | - |
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