Interact to see
Advertisement
Advertisement
JEPI vs NFJ
JEPI vs NFJ Comparison Chart in %
Loading...
Show more...
Show more...
View a ticker or compare two or three
VS
VS
JEPI vs. NFJ commentary
Oct 18, 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 JEPI is a Hold and NFJ is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 40.9B vs. NFJ (1.34B). NFJ has a higher annual dividend yield than JEPI: NFJ (8.622) vs JEPI (5.256). JEPI was incepted earlier than NFJ: JEPI (5 years) vs NFJ (21 years). JEPI (0.35) has a lower expense ratio than NFJ (0.95). JEPI has a higher turnover NFJ (58.00) vs NFJ (58.00).
| JEPI | NFJ | JEPI / NFJ | |
| Gain YTD | 5.256 | 8.622 | 61% |
| Net Assets | 40.9B | 1.34B | 3,052% |
| Total Expense Ratio | 0.35 | 0.95 | 37% |
| Turnover | 172.00 | 58.00 | 297% |
| Yield | 8.37 | 3.22 | 260% |
| Fund Existence | 5 years | 21 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| JEPI | NFJ | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 90% | 1 day ago 77% |
| Stochastic ODDS (%) | 1 day ago 59% | 1 day ago 88% |
| Momentum ODDS (%) | 1 day ago 70% | 1 day ago 72% |
| MACD ODDS (%) | 1 day ago 62% | 1 day ago 67% |
| TrendWeek ODDS (%) | 1 day ago 80% | 1 day ago 79% |
| TrendMonth ODDS (%) | 1 day ago 77% | 1 day ago 75% |
| Advances ODDS (%) | 5 days ago 77% | 4 days ago 82% |
| Declines ODDS (%) | 3 days ago 67% | 1 day ago 79% |
| BollingerBands ODDS (%) | 1 day ago 90% | 1 day ago 74% |
| Aroon ODDS (%) | 1 day ago 76% | 1 day ago 82% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Show more...
Show more...
Interesting Tickers
JEPI and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEPI has been closely correlated with AXP. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPI jumps, then AXP could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To JEPI | 1D Price Change % | ||
|---|---|---|---|---|
| JEPI | 100% | +0.62% | ||
| AXP - JEPI | 78% Closely correlated | +7.27% | ||
| MET - JEPI | 77% Closely correlated | +0.80% | ||
| DOV - JEPI | 77% Closely correlated | +0.22% | ||
| CPAY - JEPI | 76% Closely correlated | +2.87% | ||
| AMP - JEPI | 74% Closely correlated | +0.54% | ||
More | ||||
NFJ and
Correlation & Price change
A.I.dvisor tells us that NFJ and BAC have been poorly correlated (+21% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that NFJ and BAC's prices will move in lockstep.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To NFJ | 1D Price Change % | ||
|---|---|---|---|---|
| NFJ | 100% | -0.78% | ||
| BAC - NFJ | 21% Poorly correlated | +1.67% | ||
| PNC - NFJ | 19% Poorly correlated | +0.58% | ||
| REXR - NFJ | 13% Poorly correlated | +1.48% | ||
| INTU - NFJ | 13% Poorly correlated | +2.23% | ||
| TMO - NFJ | 10% Poorly correlated | +0.40% | ||
More | ||||