Interact to see
Advertisement
Advertisement
EQTKX vs JEPCX
EQTKX vs JEPCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EQTKX vs. JEPCX commentary
Jun 16, 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: 6.3B vs. EQTKX (910M). EQTKX pays higher dividends than JEPCX: EQTKX (10.29) vs JEPCX (7.50). 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 : 8.89 vs. JEPCX (6.78). JEPCX return over 5 years is better than : 65.73 vs. EQTKX (44.14).
| 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 | 1.242 | 0.283 | 439% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 910M | 6.3B | 14% |
| Annual Yield % from dividends | 10.29 | 7.50 | 137% |
| Returns for 1 year | 8.89 | 6.78 | 131% |
| Returns for 3 years | 41.35 | 32.71 | 126% |
| Returns for 5 years | 44.14 | 65.73 | 67% |
| Returns for 10 years | 4.32 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CBFFX | 39.12 | -0.25 | -0.64% |
| American Funds Global Balanced 529F1 | |||
| IRGUX | 49.60 | -0.61 | -1.21% |
| Voya Russell Mid Cap Growth Idx Port S | |||
| ALPCX | 10.36 | -0.13 | -1.24% |
| American Century Focused Lg Cap Val C | |||
| WOOSX | 17.74 | -0.31 | -1.72% |
| JPMorgan SMID Cap Equity R6 | |||
| HUSIX | 26.59 | -0.48 | -1.77% |
| Huber Small Cap Value Inv | |||