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EQTKX vs JEPCX
EQTKX vs JEPCX Comparison Chart in %
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EQTKX vs. JEPCX commentary
Sep 09, 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 JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.39B vs. EQTKX (994M). EQTKX pays higher dividends than JEPCX: EQTKX (9.82) vs JEPCX (7.53). 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 : 13.11 vs. JEPCX (6.20). JEPCX return over 5 years is better than : 56.67 vs. EQTKX (44.75).
| 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 | 6.737 | 3.610 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 994M | 6.39B | 16% |
| Annual Yield % from dividends | 9.82 | 7.53 | 130% |
| Returns for 1 year | 13.11 | 6.20 | 211% |
| Returns for 3 years | 40.46 | 27.29 | 148% |
| Returns for 5 years | 44.75 | 56.67 | 79% |
| Returns for 10 years | 19.79 | N/A | - |
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