Interact to see
Advertisement
Advertisement
EQTKX vs JEPRX
EQTKX vs JEPRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EQTKX vs. JEPRX 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.45B vs. EQTKX (963M). EQTKX pays higher dividends than JEPRX: EQTKX (10.04) vs JEPRX (8.54). EQTKX was incepted earlier than JEPRX: EQTKX (22 years) vs JEPRX (7 years). EQTKX (1.19) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. EQTKX (74.00). EQTKX has a lower initial minimum investment than JEPRX: EQTKX (1000) vs JEPRX (15000000). EQTKX annual gain was more profitable for investors over the last year : 13.07 vs. JEPRX (10.42). JEPRX return over 5 years is better than : 68.59 vs. EQTKX (45.08).
| EQTKX | JEPRX | EQTKX / JEPRX | |
| Total Expense Ratio | 1.19 | 0.35 | 340% |
| Annual Report Gross Expense Ratio | 1.19 | 0.35 | 340% |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 5.368 | 3.494 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 963M | 6.45B | 15% |
| Annual Yield % from dividends | 10.04 | 8.54 | 118% |
| Returns for 1 year | 13.07 | 10.42 | 125% |
| Returns for 3 years | 42.08 | 32.52 | 129% |
| Returns for 5 years | 45.08 | 68.59 | 66% |
| Returns for 10 years | 10.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement