JEPAX
Price
$14.19
Change
+$0.03 (+0.21%)
Updated
Jul 25 closing price
Net Assets
6.45B
MENRX
Price
$9.72
Change
+$0.01 (+0.10%)
Updated
Jul 25 closing price
Net Assets
209.07M
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JEPAX vs MENRX

Header iconJEPAX vs MENRX Comparison
Open Charts JEPAX vs MENRXBanner chart's image
JPMorgan Equity Premium Income A
Price$14.19
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.45B
Madison Covered Call & Equity Income R6
Price$9.72
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets209.07M
JEPAX vs MENRX Comparison Chart in %
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JEPAX vs. MENRX commentary
Jul 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 JEPAX is a Buy and MENRX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.45B vs. MENRX (209M). JEPAX (8.03) and MENRX (7.82) have matching dividends . JEPAX was incepted earlier than MENRX: JEPAX (7 years) vs MENRX (13 years). MENRX (0.91) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. MENRX (144.00). JEPAX has a lower initial minimum investment than MENRX: JEPAX (1000) vs MENRX (500000). JEPAX annual gain was more profitable for investors over the last year : 9.94 vs. MENRX (4.56). JEPAX (64.44) and MENRX (61.87) have equivalent 5 years return.
JEPAXMENRXJEPAX / MENRX
Total Expense Ratio0.850.9193%
Annual Report Gross Expense Ratio0.850.9193%
Fund Existence7 years13 years-
Gain YTD3.2344.31575%
Front Load5%N/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.45B209M3,086%
Annual Yield % from dividends8.037.82103%
Returns for 1 year9.944.56218%
Returns for 3 years30.6329.13105%
Returns for 5 years64.4461.87104%
Returns for 10 yearsN/A77.68-
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