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EQTKX vs JEPCX
EQTKX vs JEPCX Comparison Chart in %
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EQTKX vs. JEPCX 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 JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.1B vs. EQTKX (1.02B). EQTKX pays higher dividends than JEPCX: EQTKX (9.45) vs JEPCX (7.44). EQTKX was incepted earlier than JEPCX: EQTKX (22 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than EQTKX (1.19). JEPCX is a more actively managed with annual turnover of: 176.00 vs. EQTKX (74.00). EQTKX (1000) and JEPCX (1000) have matching initial minimum investment requirements. EQTKX annual gain was more profitable for investors over the last year : 5.73 vs. JEPCX (2.72). JEPCX return over 5 years is better than : 51.77 vs. EQTKX (38.90).
| EQTKX | JEPCX | EQTKX / JEPCX | |
| Total Expense Ratio | 1.19 | 1.35 | 88% |
| Annual Report Gross Expense Ratio | 1.19 | 1.35 | 88% |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 7.912 | 5.621 | 141% |
| Front Load | N/A | N/A | - |
| 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 | 7.44 | 127% |
| Returns for 1 year | 5.73 | 2.72 | 211% |
| Returns for 3 years | 42.98 | 30.33 | 142% |
| Returns for 5 years | 38.90 | 51.77 | 75% |
| Returns for 10 years | 17.16 | N/A | - |
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