JEPIX
Price
$13.91
Change
-$0.11 (-0.78%)
Updated
Jun 13 closing price
Net Assets
6.3B
JEPSX
Price
$13.91
Change
-$0.11 (-0.78%)
Updated
Jun 13 closing price
Net Assets
6.3B
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JEPIX vs JEPSX

Header iconJEPIX vs JEPSX Comparison
Open Charts JEPIX vs JEPSXBanner chart's image
JPMorgan Equity Premium Income I
Price$13.91
Change-$0.11 (-0.78%)
VolumeN/A
Net Assets6.3B
JPMorgan Equity Premium Income R5
Price$13.91
Change-$0.11 (-0.78%)
VolumeN/A
Net Assets6.3B
JEPIX vs JEPSX Comparison Chart
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JEPIX vs. JEPSX commentary
Jun 16, 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 JEPIX is a Buy and JEPSX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPIX (6.3B) and JEPSX (6.3B) have equal amount of cash in the bank . JEPSX (8.43) and JEPIX (8.28) have matching dividends . JEPIX was incepted earlier than JEPSX: JEPIX (7 years) vs JEPSX (7 years). JEPIX (0.60) is less costly to investors than JEPSX (0.54). JEPIX (176.00) and JEPSX (176.00) have comparable annual turnover. JEPSX has a lower initial minimum investment than JEPIX: JEPSX (0) vs JEPIX (1000000). JEPSX (7.75) and JEPIX (7.59) have marching annual gain over last year. JEPSX (73.34) and JEPIX (72.05) have equivalent 5 years return.
JEPIXJEPSXJEPIX / JEPSX
Total Expense Ratio0.600.45133%
Annual Report Gross Expense Ratio0.600.54111%
Fund Existence7 years7 years-
Gain YTD0.5280.58690%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.3B6.3B100%
Annual Yield % from dividends8.288.4398%
Returns for 1 year7.597.7598%
Returns for 3 years35.6436.3498%
Returns for 5 years72.0573.3498%
Returns for 10 yearsN/AN/A-
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