JEPAX
Price
$14.52
Change
+$0.41 (+2.91%)
Updated
Feb 3 closing price
Net Assets
6.09B
JEPSX
Price
$14.52
Change
+$0.40 (+2.83%)
Updated
Feb 3 closing price
Net Assets
6.03B
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JEPAX vs JEPSX

Header iconJEPAX vs JEPSX Comparison
Open Charts JEPAX vs JEPSXBanner chart's image
JPMorgan Equity Premium Income A
Price$14.52
Change+$0.41 (+2.91%)
VolumeN/A
Net Assets6.09B
JPMorgan Equity Premium Income R5
Price$14.52
Change+$0.40 (+2.83%)
VolumeN/A
Net Assets6.03B
JEPAX vs JEPSX Comparison Chart in %
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JEPAX vs. JEPSX 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 JEPAX is a Buy and JEPSX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPAX (6.09B) and JEPSX (6.03B) have equal amount of cash in the bank . JEPSX (8.13) and JEPAX (7.75) have matching dividends . JEPAX was incepted earlier than JEPSX: JEPAX (7 years) vs JEPSX (7 years). JEPAX (0.84) is less costly to investors than JEPSX (0.47). JEPAX (178.00) and JEPSX (178.00) have comparable annual turnover. JEPSX has a lower initial minimum investment than JEPAX: JEPSX (0) vs JEPAX (1000). JEPSX (7.45) and JEPAX (7.13) have marching annual gain over last year. JEPSX return over 5 years is better than : 57.81 vs. JEPAX (54.76).
JEPAXJEPSXJEPAX / JEPSX
Total Expense Ratio0.840.45187%
Annual Report Gross Expense Ratio0.840.47179%
Fund Existence7 years7 years-
Gain YTD2.4962.459102%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.09B6.03B101%
Annual Yield % from dividends7.758.1395%
Returns for 1 year7.137.4596%
Returns for 3 years32.7334.2895%
Returns for 5 years54.7657.8195%
Returns for 10 yearsN/AN/A-
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