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EQTKX vs JEPCX
EQTKX vs JEPCX Comparison Chart in %
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EQTKX vs. JEPCX commentary
Feb 05, 2026
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: 6.03B vs. EQTKX (1.07B). EQTKX pays higher dividends than JEPCX: EQTKX (9.27) vs JEPCX (7.26). EQTKX was incepted earlier than JEPCX: EQTKX (22 years) vs JEPCX (7 years). JEPCX (1.34) is less costly to investors than EQTKX (1.14). JEPCX is a more actively managed with annual turnover of: 178.00 vs. EQTKX (40.00). EQTKX (1000) and JEPCX (1000) have matching initial minimum investment requirements. EQTKX annual gain was more profitable for investors over the last year : 7.64 vs. JEPCX (6.63). EQTKX (52.24) and JEPCX (50.98) have equivalent 5 years return.
| EQTKX | JEPCX | EQTKX / JEPCX | |
| Total Expense Ratio | 1.14 | 1.34 | 85% |
| Annual Report Gross Expense Ratio | 1.14 | 1.34 | 85% |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 0.499 | 2.452 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 6.03B | 18% |
| Annual Yield % from dividends | 9.27 | 7.26 | 128% |
| Returns for 1 year | 7.64 | 6.63 | 115% |
| Returns for 3 years | 42.23 | 30.80 | 137% |
| Returns for 5 years | 52.24 | 50.98 | 102% |
| Returns for 10 years | 31.23 | N/A | - |
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