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EQTKX vs JEPAX
EQTKX vs JEPAX Comparison Chart in %
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EQTKX vs. JEPAX commentary
Dec 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 EQTKX is a Buy and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.17B vs. EQTKX (1.04B). EQTKX pays higher dividends than JEPAX: EQTKX (9.42) vs JEPAX (7.76). 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 : 5.39 vs. JEPAX (1.97). EQTKX return over 5 years is better than : 58.54 vs. JEPAX (55.24).
| 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 | 8.847 | 6.065 | 146% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 6.17B | 17% |
| Annual Yield % from dividends | 9.42 | 7.76 | 121% |
| Returns for 1 year | 5.39 | 1.97 | 274% |
| Returns for 3 years | 42.70 | 27.38 | 156% |
| Returns for 5 years | 58.54 | 55.24 | 106% |
| Returns for 10 years | 18.08 | N/A | - |
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