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FLEKX vs JEPIX
FLEKX vs JEPIX Comparison Chart in %
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FLEKX vs. JEPIX commentary
Feb 04, 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 FLEKX is a Buy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.03B vs. FLEKX (154M). FLEKX pays higher dividends than JEPIX: FLEKX (9.75) vs JEPIX (7.99). FLEKX was incepted earlier than JEPIX: FLEKX (8 years) vs JEPIX (7 years). FLEKX (1.05) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 178.00 vs. FLEKX (65.00). JEPIX has a lower initial minimum investment than FLEKX: JEPIX (1000000) vs FLEKX (5000000). FLEKX annual gain was more profitable for investors over the last year : 18.96 vs. JEPIX (7.31). JEPIX return over 5 years is better than : 56.67 vs. FLEKX (25.40).
| FLEKX | JEPIX | FLEKX / JEPIX | |
| Total Expense Ratio | 0.90 | 0.59 | 153% |
| Annual Report Gross Expense Ratio | 1.05 | 0.59 | 178% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 2.822 | 2.446 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 6.03B | 3% |
| Annual Yield % from dividends | 9.75 | 7.99 | 122% |
| Returns for 1 year | 18.96 | 7.31 | 260% |
| Returns for 3 years | 37.36 | 33.71 | 111% |
| Returns for 5 years | 25.40 | 56.67 | 45% |
| Returns for 10 years | N/A | N/A | - |
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