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EQTKX vs JEPIX
EQTKX vs JEPIX Comparison Chart in %
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EQTKX vs. JEPIX commentary
Dec 28, 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 JEPIX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.12B vs. EQTKX (1.06B). EQTKX pays higher dividends than JEPIX: EQTKX (9.42) vs JEPIX (8.01). EQTKX was incepted earlier than JEPIX: EQTKX (22 years) vs JEPIX (7 years). EQTKX (1.19) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 178.00 vs. EQTKX (40.00). EQTKX has a lower initial minimum investment than JEPIX: EQTKX (1000) vs JEPIX (1000000). EQTKX annual gain was more profitable for investors over the last year : 8.73 vs. JEPIX (6.11). EQTKX (59.22) and JEPIX (57.34) have equivalent 5 years return.
| EQTKX | JEPIX | EQTKX / JEPIX | |
| Total Expense Ratio | 1.19 | 0.59 | 202% |
| Annual Report Gross Expense Ratio | 1.19 | 0.59 | 202% |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 10.517 | 7.186 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 6.12B | 17% |
| Annual Yield % from dividends | 9.42 | 8.01 | 118% |
| Returns for 1 year | 8.73 | 6.11 | 143% |
| Returns for 3 years | 49.22 | 32.99 | 149% |
| Returns for 5 years | 59.22 | 57.34 | 103% |
| Returns for 10 years | 19.89 | N/A | - |
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