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JEPI vs NFJ
JEPI vs NFJ Comparison Chart in %
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JEPI vs. NFJ commentary
Sep 27, 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: 41.2B vs. NFJ (1.33B). NFJ has a higher annual dividend yield than JEPI: NFJ (10.326) vs JEPI (4.737). 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 | 4.737 | 10.326 | 46% |
| Net Assets | 41.2B | 1.33B | 3,088% |
| Total Expense Ratio | 0.35 | 0.95 | 37% |
| Turnover | 174.00 | 58.00 | 300% |
| Yield | 8.42 | 1.52 | 555% |
| Fund Existence | 5 years | 21 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| JEPI | NFJ | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 54% | 3 days ago 81% |
| Stochastic ODDS (%) | 3 days ago 77% | 3 days ago 77% |
| Momentum ODDS (%) | 3 days ago 71% | 3 days ago 80% |
| MACD ODDS (%) | 3 days ago 59% | 3 days ago 73% |
| TrendWeek ODDS (%) | 3 days ago 68% | 3 days ago 77% |
| TrendMonth ODDS (%) | 3 days ago 69% | 3 days ago 81% |
| Advances ODDS (%) | 4 days ago 77% | 6 days ago 82% |
| Declines ODDS (%) | 6 days ago 68% | 3 days ago 80% |
| BollingerBands ODDS (%) | 3 days ago 70% | 3 days ago 82% |
| Aroon ODDS (%) | 3 days ago 74% | 3 days ago 83% |
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JEPI and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEPI has been closely correlated with DOV. 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 DOV could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To JEPI | 1D Price Change % | ||
|---|---|---|---|---|
| JEPI | 100% | +0.51% | ||
| DOV - JEPI | 78% Closely correlated | +1.45% | ||
| MET - JEPI | 78% Closely correlated | +1.67% | ||
| CPAY - JEPI | 76% Closely correlated | +1.55% | ||
| ADI - JEPI | 74% Closely correlated | +0.01% | ||
| EMR - JEPI | 74% Closely correlated | -1.16% | ||
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