Interact to see
Advertisement
Advertisement
EQTKX vs JEPCX
EQTKX vs JEPCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EQTKX vs. JEPCX commentary
Oct 21, 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: 6.17B vs. EQTKX (1.01B). EQTKX pays higher dividends than JEPCX: EQTKX (9.54) vs JEPCX (7.47). 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 : 7.14 vs. JEPCX (2.74). JEPCX return over 5 years is better than : 56.66 vs. EQTKX (45.23).
| 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 | 8.313 | 4.781 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 6.17B | 16% |
| Annual Yield % from dividends | 9.54 | 7.47 | 128% |
| Returns for 1 year | 7.14 | 2.74 | 261% |
| Returns for 3 years | 50.76 | 37.35 | 136% |
| Returns for 5 years | 45.23 | 56.66 | 80% |
| Returns for 10 years | 16.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers