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EQTKX vs JEPIX
EQTKX vs JEPIX Comparison Chart
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EQTKX vs. JEPIX 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.3B vs. EQTKX (910M). EQTKX pays higher dividends than JEPIX: EQTKX (10.29) vs JEPIX (8.28). EQTKX was incepted earlier than JEPIX: EQTKX (22 years) vs JEPIX (7 years). EQTKX (1.19) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. EQTKX (74.00). 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 : 8.89 vs. JEPIX (7.59). JEPIX return over 5 years is better than : 72.05 vs. EQTKX (44.14).
| EQTKX | JEPIX | EQTKX / JEPIX | |
| Total Expense Ratio | 1.19 | 0.60 | 198% |
| Annual Report Gross Expense Ratio | 1.19 | 0.60 | 198% |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 1.242 | 0.528 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 910M | 6.3B | 14% |
| Annual Yield % from dividends | 10.29 | 8.28 | 124% |
| Returns for 1 year | 8.89 | 7.59 | 117% |
| Returns for 3 years | 41.35 | 35.64 | 116% |
| Returns for 5 years | 44.14 | 72.05 | 61% |
| Returns for 10 years | 4.32 | N/A | - |
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