Interact to see
Advertisement
Advertisement
EQTKX vs JEPAX
EQTKX vs JEPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EQTKX vs. JEPAX commentary
Nov 14, 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 EQTKX is a Hold and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.1B vs. EQTKX (1.02B). EQTKX pays higher dividends than JEPAX: EQTKX (9.45) vs JEPAX (7.95). EQTKX was incepted earlier than JEPAX: EQTKX (22 years) vs JEPAX (7 years). EQTKX (1.19) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. EQTKX (74.00). EQTKX (1000) and JEPAX (1000) have matching initial minimum investment requirements. EQTKX annual gain was more profitable for investors over the last year : 7.10 vs. JEPAX (3.24). JEPAX return over 5 years is better than : 55.64 vs. EQTKX (40.62).
| EQTKX | JEPAX | EQTKX / JEPAX | |
| Total Expense Ratio | 1.19 | 0.85 | 140% |
| Annual Report Gross Expense Ratio | 1.19 | 0.85 | 140% |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 9.248 | 6.065 | 152% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 6.1B | 17% |
| Annual Yield % from dividends | 9.45 | 7.95 | 119% |
| Returns for 1 year | 7.10 | 3.24 | 219% |
| Returns for 3 years | 43.89 | 32.31 | 136% |
| Returns for 5 years | 40.62 | 55.64 | 73% |
| Returns for 10 years | 20.58 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement