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EQTKX vs JEPRX
EQTKX vs JEPRX Comparison Chart in %
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EQTKX vs. JEPRX 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 JEPRX is a Hold.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.12B vs. EQTKX (1.06B). EQTKX pays higher dividends than JEPRX: EQTKX (9.42) vs JEPRX (8.25). EQTKX was incepted earlier than JEPRX: EQTKX (22 years) vs JEPRX (7 years). EQTKX (1.19) 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 annual gain was more profitable for investors over the last year : 8.73 vs. JEPRX (6.28). EQTKX (59.22) and JEPRX (59.19) have equivalent 5 years return.
| EQTKX | JEPRX | EQTKX / JEPRX | |
| Total Expense Ratio | 1.19 | 0.34 | 350% |
| Annual Report Gross Expense Ratio | 1.19 | 0.34 | 350% |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 10.517 | 7.411 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 6.12B | 17% |
| Annual Yield % from dividends | 9.42 | 8.25 | 114% |
| Returns for 1 year | 8.73 | 6.28 | 139% |
| Returns for 3 years | 49.22 | 33.88 | 145% |
| Returns for 5 years | 59.22 | 59.19 | 100% |
| Returns for 10 years | 19.89 | N/A | - |
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