JEPCX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
MENRX
Price
$9.62
Change
+$0.03 (+0.31%)
Updated
Jul 3 closing price
Net Assets
208.35M
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JEPCX vs MENRX

Header iconJEPCX vs MENRX Comparison
Open Charts JEPCX vs MENRXBanner chart's image
JPMorgan Equity Premium Income C
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
Madison Covered Call & Equity Income R6
Price$9.62
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets208.35M
JEPCX vs MENRX Comparison Chart in %
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JEPCX vs. MENRX commentary
Jul 07, 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 JEPCX is a Buy and MENRX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.43B vs. MENRX (208M). MENRX (7.82) and JEPCX (7.52) have matching dividends . JEPCX was incepted earlier than MENRX: JEPCX (7 years) vs MENRX (13 years). JEPCX (1.35) is less costly to investors than MENRX (0.91). JEPCX is a more actively managed with annual turnover of: 176.00 vs. MENRX (144.00). JEPCX has a lower initial minimum investment than MENRX: JEPCX (1000) vs MENRX (500000). JEPCX annual gain was more profitable for investors over the last year : 9.00 vs. MENRX (5.27). MENRX (67.17) and JEPCX (65.03) have equivalent 5 years return.
JEPCXMENRXJEPCX / MENRX
Total Expense Ratio1.350.91148%
Annual Report Gross Expense Ratio1.350.91148%
Fund Existence7 years13 years-
Gain YTD2.8313.24287%
Front LoadN/AN/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.43B208M3,093%
Annual Yield % from dividends7.527.8296%
Returns for 1 year9.005.27171%
Returns for 3 years29.6027.80106%
Returns for 5 years65.0367.1797%
Returns for 10 yearsN/A73.83-
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