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EQTKX vs JEPAX
EQTKX vs JEPAX Comparison Chart in %
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EQTKX vs. JEPAX commentary
Jul 28, 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 Buy and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.45B vs. EQTKX (963M). EQTKX pays higher dividends than JEPAX: EQTKX (10.04) vs JEPAX (8.03). 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 : 13.07 vs. JEPAX (9.94). JEPAX return over 5 years is better than : 64.44 vs. EQTKX (45.08).
| 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 | 5.368 | 3.234 | 166% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 963M | 6.45B | 15% |
| Annual Yield % from dividends | 10.04 | 8.03 | 125% |
| Returns for 1 year | 13.07 | 9.94 | 131% |
| Returns for 3 years | 42.08 | 30.63 | 137% |
| Returns for 5 years | 45.08 | 64.44 | 70% |
| Returns for 10 years | 10.78 | N/A | - |
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