JEPRX
Price
$14.31
Change
+$0.08 (+0.56%)
Updated
Dec 3 closing price
Net Assets
6.17B
JEPSX
Price
$14.31
Change
+$0.07 (+0.49%)
Updated
Dec 3 closing price
Net Assets
6.17B
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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$14.31
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets6.17B
JPMorgan Equity Premium Income R5
Price$14.31
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets6.17B
JEPRX vs JEPSX Comparison Chart in %
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JEPRX vs. JEPSX commentary
Dec 05, 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 JEPRX is a Buy and JEPSX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPRX (6.17B) and JEPSX (6.17B) have equal amount of cash in the bank . JEPRX (8.25) and JEPSX (8.15) have matching dividends . JEPRX was incepted earlier than JEPSX: JEPRX (7 years) vs JEPSX (7 years). JEPSX (0.54) is less costly to investors than JEPRX (0.35). JEPRX (176.00) and JEPSX (176.00) have comparable annual turnover. JEPSX has a lower initial minimum investment than JEPRX: JEPSX (0) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 2.95 vs. JEPSX (2.78). JEPRX (59.54) and JEPSX (58.72) have equivalent 5 years return.
JEPRXJEPSXJEPRX / JEPSX
Total Expense Ratio0.350.4578%
Annual Report Gross Expense Ratio0.350.5465%
Fund Existence7 years7 years-
Gain YTD7.0376.864103%
Front LoadN/AN/A-
Min. Initial Investment150000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.17B6.17B100%
Annual Yield % from dividends8.258.15101%
Returns for 1 year2.952.78106%
Returns for 3 years29.8129.41101%
Returns for 5 years59.5458.72101%
Returns for 10 yearsN/AN/A-
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