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EQTKX vs JEPIX
EQTKX vs JEPIX Comparison Chart in %
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EQTKX vs. JEPIX commentary
Jul 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 Buy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.45B vs. EQTKX (963M). EQTKX pays higher dividends than JEPIX: EQTKX (10.04) 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 : 13.07 vs. JEPIX (10.22). JEPIX return over 5 years is better than : 66.60 vs. EQTKX (45.08).
| 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 | 5.368 | 3.366 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 963M | 6.45B | 15% |
| Annual Yield % from dividends | 10.04 | 8.28 | 121% |
| Returns for 1 year | 13.07 | 10.22 | 128% |
| Returns for 3 years | 42.08 | 31.62 | 133% |
| Returns for 5 years | 45.08 | 66.60 | 68% |
| Returns for 10 years | 10.78 | N/A | - |
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