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JEPQ vs NFJ
JEPQ vs NFJ Comparison Chart in %
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JEPQ vs. NFJ commentary
Jul 17, 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 JEPQ is a Buy and NFJ is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPQ has more net assets: 28.1B vs. NFJ (1.31B). NFJ has a higher annual dividend yield than JEPQ: NFJ (4.369) vs JEPQ (2.708). JEPQ was incepted earlier than NFJ: JEPQ (3 years) vs NFJ (20 years). JEPQ (0.35) has a lower expense ratio than NFJ (0.95). JEPQ has a higher turnover NFJ (58.00) vs NFJ (58.00).
| JEPQ | NFJ | JEPQ / NFJ | |
| Gain YTD | 2.708 | 4.369 | 62% |
| Net Assets | 28.1B | 1.31B | 2,142% |
| Total Expense Ratio | 0.35 | 0.95 | 37% |
| Turnover | 168.00 | 58.00 | 290% |
| Yield | 11.23 | 1.58 | 708% |
| Fund Existence | 3 years | 20 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| JEPQ | NFJ | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 59% | 1 day ago 79% |
| Stochastic ODDS (%) | 1 day ago 68% | 1 day ago 84% |
| Momentum ODDS (%) | N/A | N/A |
| MACD ODDS (%) | 1 day ago 69% | 1 day ago 84% |
| TrendWeek ODDS (%) | 1 day ago 89% | 1 day ago 81% |
| TrendMonth ODDS (%) | 1 day ago 89% | 1 day ago 80% |
| Advances ODDS (%) | 1 day ago 87% | 8 days ago 82% |
| Declines ODDS (%) | N/A | 1 day ago 81% |
| BollingerBands ODDS (%) | 1 day ago 86% | 1 day ago 80% |
| Aroon ODDS (%) | 1 day ago 85% | 1 day ago 81% |
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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% | -0.24% | ||
| BAC - NFJ | 21% Poorly correlated | -0.26% | ||
| PNC - NFJ | 19% Poorly correlated | +0.93% | ||
| REXR - NFJ | 13% Poorly correlated | +0.33% | ||
| INTU - NFJ | 13% Poorly correlated | +0.64% | ||
| TMO - NFJ | 10% Poorly correlated | -0.40% | ||
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