JEPIX
Price
$14.16
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
Interact to see
Advertisement

JEPIX vs PMARX

Header iconJEPIX vs PMARX Comparison
Open Charts JEPIX vs PMARXBanner chart's image
JPMorgan Equity Premium Income I
Price$14.16
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
JEPIX vs PMARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JEPIX 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 JEPIX is a Buy and PMARX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.45B vs. PMARX (134M). PMARX pays higher dividends than JEPIX: PMARX (11.60) vs JEPIX (8.28). JEPIX was incepted earlier than PMARX: JEPIX (7 years) vs PMARX (15 years). PMARX (1.40) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. PMARX (114.00). PMARX has a lower initial minimum investment than JEPIX: PMARX (1000) vs JEPIX (1000000). PMARX annual gain was more profitable for investors over the last year : 11.83 vs. JEPIX (8.66). JEPIX return over 5 years is better than : 64.78 vs. PMARX (33.44).
JEPIXPMARXJEPIX / PMARX
Total Expense Ratio0.601.2050%
Annual Report Gross Expense Ratio0.601.4043%
Fund Existence7 years15 years-
Gain YTD3.07411.79926%
Front LoadN/A5%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.45B134M4,813%
Annual Yield % from dividends8.2811.6071%
Returns for 1 year8.6611.8373%
Returns for 3 years28.2428.5099%
Returns for 5 years64.7833.44194%
Returns for 10 yearsN/A27.69-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FDTOX36.29N/A
N/A
Fidelity Advisor Diversified Stock A
MLPGX7.04N/A
N/A
Invesco SteelPath MLP Alpha C
VVIMX12.87N/A
N/A
Voya VACS Index MC
BNSCX16.84-0.03
-0.18%
UBS US Small Cap Growth A
VGSIX29.99-0.50
-1.64%
Vanguard Real Estate Index Investor