JEPAX
Price
$14.15
Change
-$0.04 (-0.28%)
Updated
Jul 28 closing price
Net Assets
6.45B
PMARX
Price
$12.81
Change
-$0.02 (-0.16%)
Updated
Jul 28 closing price
Net Assets
133.98M
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JEPAX vs PMARX

Header iconJEPAX vs PMARX Comparison
Open Charts JEPAX vs PMARXBanner chart's image
JPMorgan Equity Premium Income A
Price$14.15
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets6.45B
Victory Pioneer Equ Premium Income A
Price$12.81
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets133.98M
JEPAX vs PMARX Comparison Chart in %
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JEPAX vs. PMARX commentary
Jul 29, 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 PMARX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.45B vs. PMARX (134M). PMARX pays higher dividends than JEPAX: PMARX (11.60) vs JEPAX (8.03). JEPAX was incepted earlier than PMARX: JEPAX (7 years) vs PMARX (15 years). PMARX (1.40) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. PMARX (114.00). JEPAX initial investment is less costly to investors than PMARX (5%) vs PMARX (5%). JEPAX (1000) and PMARX (1000) have matching initial minimum investment requirements. PMARX annual gain was more profitable for investors over the last year : 11.83 vs. JEPAX (8.31). JEPAX return over 5 years is better than : 62.65 vs. PMARX (33.44).
JEPAXPMARXJEPAX / PMARX
Total Expense Ratio0.851.2071%
Annual Report Gross Expense Ratio0.851.4061%
Fund Existence7 years15 years-
Gain YTD2.94311.79925%
Front Load5%5%117%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.45B134M4,813%
Annual Yield % from dividends8.0311.6069%
Returns for 1 year8.3111.8370%
Returns for 3 years27.2228.5095%
Returns for 5 years62.6533.44187%
Returns for 10 yearsN/A27.69-
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