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EQTKX vs JEPCX
EQTKX vs JEPCX Comparison Chart in %
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EQTKX vs. JEPCX commentary
Dec 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 Buy and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.16B vs. EQTKX (1.04B). EQTKX pays higher dividends than JEPCX: EQTKX (9.42) 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 (1.19). 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 : 7.07 vs. JEPCX (3.66). EQTKX return over 5 years is better than : 60.29 vs. JEPCX (52.93).
| EQTKX | JEPCX | EQTKX / JEPCX | |
| Total Expense Ratio | 1.19 | 1.34 | 89% |
| Annual Report Gross Expense Ratio | 1.19 | 1.34 | 89% |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 10.249 | 6.511 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 6.16B | 17% |
| Annual Yield % from dividends | 9.42 | 7.26 | 130% |
| Returns for 1 year | 7.07 | 3.66 | 193% |
| Returns for 3 years | 46.18 | 27.31 | 169% |
| Returns for 5 years | 60.29 | 52.93 | 114% |
| Returns for 10 years | 23.64 | N/A | - |
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