Interact to see
Advertisement
Advertisement
IAE vs JEPI
IAE vs JEPI Comparison Chart in %
Loading...
Show more...
Show more...
View a ticker or compare two or three
VS
VS
IAE vs. JEPI commentary
Jul 07, 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 IAE is a Hold and JEPI is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 41.1B vs. IAE (81.9M). IAE has a higher annual dividend yield than JEPI: IAE (22.795) vs JEPI (3.440). IAE was incepted earlier than JEPI: IAE (18 years) vs JEPI (5 years). JEPI (0.35) has a lower expense ratio than IAE (1.26). JEPI has a higher turnover IAE (73.00) vs IAE (73.00).
| IAE | JEPI | IAE / JEPI | |
| Gain YTD | 22.795 | 3.440 | 663% |
| Net Assets | 81.9M | 41.1B | 0% |
| Total Expense Ratio | 1.26 | 0.35 | 360% |
| Turnover | 73.00 | 174.00 | 42% |
| Yield | 1.86 | 8.22 | 23% |
| Fund Existence | 18 years | 5 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| IAE | JEPI | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 74% | 4 days ago 49% |
| Stochastic ODDS (%) | 4 days ago 81% | 4 days ago 55% |
| Momentum ODDS (%) | N/A | 4 days ago 84% |
| MACD ODDS (%) | 4 days ago 85% | 4 days ago 81% |
| TrendWeek ODDS (%) | 4 days ago 84% | 4 days ago 81% |
| TrendMonth ODDS (%) | 4 days ago 85% | 4 days ago 77% |
| Advances ODDS (%) | 7 days ago 84% | 4 days ago 79% |
| Declines ODDS (%) | 5 days ago 85% | 19 days ago 70% |
| BollingerBands ODDS (%) | 4 days ago 85% | 4 days ago 57% |
| Aroon ODDS (%) | 4 days ago 88% | 4 days ago 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Show more...
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FWMNX | 17.40 | 0.13 | +0.75% |
| Fidelity Advisor Women's Leadership I | |||
| GTLIX | 20.70 | 0.15 | +0.73% |
| Glenmede Disciplined US Eq Ptf InstlShrs | |||
| FEYCX | 28.10 | 0.14 | +0.50% |
| Fidelity Advisor Asset Manager 85% C | |||
| FMUAX | 14.95 | 0.06 | +0.40% |
| Federated Hermes Muni and Stock Adv A | |||
| RYHRX | 40.20 | 0.10 | +0.25% |
| Rydex Real Estate H | |||
JEPI and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEPI has been closely correlated with EMR. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPI jumps, then EMR could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To JEPI | 1D Price Change % | ||
|---|---|---|---|---|
| JEPI | 100% | +0.26% | ||
| EMR - JEPI | 75% Closely correlated | +1.43% | ||
| SYK - JEPI | 71% Closely correlated | +0.89% | ||
| CMI - JEPI | 70% Closely correlated | -0.48% | ||
| CAT - JEPI | 70% Closely correlated | -0.14% | ||
| VLTO - JEPI | 69% Closely correlated | +0.89% | ||
More | ||||