Interact to see
Advertisement
Advertisement
JEPIX vs KNGIX
JEPIX vs KNGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEPIX vs. KNGIX commentary
Sep 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: 6.39B vs. KNGIX (45.1M). JEPIX pays higher dividends than KNGIX: JEPIX (8.29) vs KNGIX (1.60). JEPIX was incepted earlier than KNGIX: JEPIX (7 years) vs KNGIX (8 years). KNGIX (1.29) 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 : 5.68 vs. KNGIX (-8.22). JEPIX return over 5 years is better than : 62.79 vs. KNGIX (11.64).
| JEPIX | KNGIX | JEPIX / KNGIX | |
| Total Expense Ratio | 0.60 | 0.95 | 63% |
| Annual Report Gross Expense Ratio | 0.60 | 1.29 | 47% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 3.840 | 0.533 | 720% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 45.1M | 14,166% |
| Annual Yield % from dividends | 8.29 | 1.60 | 519% |
| Returns for 1 year | 5.68 | -8.22 | -69% |
| Returns for 3 years | 33.43 | -2.34 | -1,431% |
| Returns for 5 years | 62.79 | 11.64 | 540% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement