JEPRX
Price
$14.52
Change
+$0.41 (+2.91%)
Updated
Feb 3 closing price
Net Assets
6.03B
JEPSX
Price
$14.52
Change
+$0.40 (+2.83%)
Updated
Feb 3 closing price
Net Assets
6.03B
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JEPRX vs JEPSX

Header iconJEPRX vs JEPSX Comparison
Open Charts JEPRX vs JEPSXBanner chart's image
JPMorgan Equity Premium Income R6
Price$14.52
Change+$0.41 (+2.91%)
VolumeN/A
Net Assets6.03B
JPMorgan Equity Premium Income R5
Price$14.52
Change+$0.40 (+2.83%)
VolumeN/A
Net Assets6.03B
JEPRX vs JEPSX Comparison Chart in %
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JEPRX vs. JEPSX commentary
Feb 04, 2026

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 JEPRX is a Buy and JEPSX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPRX (6.03B) and JEPSX (6.03B) have equal amount of cash in the bank . JEPRX (8.24) and JEPSX (8.13) have matching dividends . JEPRX was incepted earlier than JEPSX: JEPRX (7 years) vs JEPSX (7 years). JEPSX (0.47) is less costly to investors than JEPRX (0.34). JEPRX (178.00) and JEPSX (178.00) have comparable annual turnover. JEPSX has a lower initial minimum investment than JEPRX: JEPSX (0) vs JEPRX (15000000). JEPRX (7.63) and JEPSX (7.45) have marching annual gain over last year. JEPRX (58.62) and JEPSX (57.81) have equivalent 5 years return.
JEPRXJEPSXJEPRX / JEPSX
Total Expense Ratio0.340.4576%
Annual Report Gross Expense Ratio0.340.4772%
Fund Existence7 years7 years-
Gain YTD2.5402.459103%
Front LoadN/AN/A-
Min. Initial Investment150000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.03B6.03B100%
Annual Yield % from dividends8.248.13101%
Returns for 1 year7.637.45102%
Returns for 3 years34.7034.28101%
Returns for 5 years58.6257.81101%
Returns for 10 yearsN/AN/A-
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