JEPAX
Price
$14.08
Change
+$0.01 (+0.07%)
Updated
Aug 15 closing price
Net Assets
6.39B
MENAX
Price
$8.99
Change
+$0.02 (+0.22%)
Updated
Aug 15 closing price
Net Assets
209.35M
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JEPAX vs MENAX

Header iconJEPAX vs MENAX Comparison
Open Charts JEPAX vs MENAXBanner chart's image
JPMorgan Equity Premium Income A
Price$14.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets6.39B
Madison Covered Call & Equity Income A
Price$8.99
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets209.35M
JEPAX vs MENAX Comparison Chart in %
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JEPAX vs. MENAX commentary
Aug 19, 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 JEPAX is a Buy and MENAX is a Hold.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.39B vs. MENAX (209M). MENAX (8.27) and JEPAX (8.20) have matching dividends . JEPAX was incepted earlier than MENAX: JEPAX (7 years) vs MENAX (16 years). MENAX (1.29) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. MENAX (144.00). MENAX initial investment is less costly to investors than JEPAX (5%) vs JEPAX (5%). JEPAX (1000) and MENAX (1000) have matching initial minimum investment requirements. JEPAX annual gain was more profitable for investors over the last year : 6.56 vs. MENAX (2.84). JEPAX return over 5 years is better than : 59.64 vs. MENAX (51.93).
JEPAXMENAXJEPAX / MENAX
Total Expense Ratio0.851.2966%
Annual Report Gross Expense Ratio0.851.2966%
Fund Existence7 years16 years-
Gain YTD3.0624.44069%
Front Load5%6%91%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.39B209M3,058%
Annual Yield % from dividends8.208.2799%
Returns for 1 year6.562.84231%
Returns for 3 years25.8621.38121%
Returns for 5 years59.6451.93115%
Returns for 10 yearsN/A69.52-
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