JEPRX
Price
$14.08
Change
+$0.01 (+0.07%)
Updated
Aug 15 closing price
Net Assets
6.39B
MENRX
Price
$9.75
Change
+$0.03 (+0.31%)
Updated
Aug 15 closing price
Net Assets
209.35M
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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$14.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets6.39B
Madison Covered Call & Equity Income R6
Price$9.75
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets209.35M
JEPRX vs MENRX Comparison Chart in %
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JEPRX vs. MENRX commentary
Aug 18, 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 (209M). JEPRX pays higher dividends than MENRX: JEPRX (8.72) vs MENRX (7.71). 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 : 7.10 vs. MENRX (3.24). JEPRX return over 5 years is better than : 63.68 vs. MENRX (55.15).
JEPRXMENRXJEPRX / MENRX
Total Expense Ratio0.350.9138%
Annual Report Gross Expense Ratio0.350.9138%
Fund Existence7 years13 years-
Gain YTD3.3654.63773%
Front LoadN/AN/A-
Min. Initial Investment150000005000003,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.39B209M3,058%
Annual Yield % from dividends8.727.71113%
Returns for 1 year7.103.24219%
Returns for 3 years27.7822.73122%
Returns for 5 years63.6855.15115%
Returns for 10 yearsN/A77.10-
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