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EQTKX vs JEPRX
EQTKX vs JEPRX Comparison Chart in %
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EQTKX vs. JEPRX commentary
Feb 05, 2026
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: 6.03B vs. EQTKX (1.07B). EQTKX pays higher dividends than JEPRX: EQTKX (9.27) vs JEPRX (8.24). EQTKX was incepted earlier than JEPRX: EQTKX (22 years) vs JEPRX (7 years). EQTKX (1.14) is less costly to investors than JEPRX (0.34). JEPRX is a more actively managed with annual turnover of: 178.00 vs. EQTKX (40.00). EQTKX has a lower initial minimum investment than JEPRX: EQTKX (1000) vs JEPRX (15000000). EQTKX (7.64) and JEPRX (7.63) have marching annual gain over last year. JEPRX return over 5 years is better than : 58.62 vs. EQTKX (52.24).
| EQTKX | JEPRX | EQTKX / JEPRX | |
| Total Expense Ratio | 1.14 | 0.34 | 335% |
| Annual Report Gross Expense Ratio | 1.14 | 0.34 | 335% |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 0.499 | 2.540 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 6.03B | 18% |
| Annual Yield % from dividends | 9.27 | 8.24 | 113% |
| Returns for 1 year | 7.64 | 7.63 | 100% |
| Returns for 3 years | 42.23 | 34.70 | 122% |
| Returns for 5 years | 52.24 | 58.62 | 89% |
| Returns for 10 years | 31.23 | N/A | - |
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