JEPRX
Price
$14.13
Change
+$0.05 (+0.36%)
Updated
Sep 4 closing price
Net Assets
6.39B
MENRX
Price
$9.83
Change
+$0.02 (+0.20%)
Updated
Sep 4 closing price
Net Assets
209.87M
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JEPRX vs MENRX

Header iconJEPRX vs MENRX Comparison
Open Charts JEPRX vs MENRXBanner chart's image
JPMorgan Equity Premium Income R6
Price$14.13
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets6.39B
Madison Covered Call & Equity Income R6
Price$9.83
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets209.87M
JEPRX vs MENRX Comparison Chart in %
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JEPRX vs. MENRX commentary
Sep 08, 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 MENRX is a Hold.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.39B vs. MENRX (210M). JEPRX pays higher dividends than MENRX: JEPRX (8.55) vs MENRX (7.46). JEPRX was incepted earlier than MENRX: JEPRX (7 years) vs MENRX (13 years). MENRX (0.91) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. MENRX (144.00). MENRX has a lower initial minimum investment than JEPRX: MENRX (500000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 6.54 vs. MENRX (4.70). JEPRX return over 5 years is better than : 65.20 vs. MENRX (59.22).
JEPRXMENRXJEPRX / MENRX
Total Expense Ratio0.350.9138%
Annual Report Gross Expense Ratio0.350.9138%
Fund Existence7 years13 years-
Gain YTD4.3095.49578%
Front LoadN/AN/A-
Min. Initial Investment150000005000003,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.39B210M3,043%
Annual Yield % from dividends8.557.46115%
Returns for 1 year6.544.70139%
Returns for 3 years35.0326.94130%
Returns for 5 years65.2059.22110%
Returns for 10 yearsN/A83.77-
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