JEPRX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
PMARX
Price
$12.72
Change
+$0.06 (+0.47%)
Updated
Jul 3 closing price
Net Assets
129.62M
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JEPRX vs PMARX

Header iconJEPRX vs PMARX Comparison
Open Charts JEPRX vs PMARXBanner chart's image
JPMorgan Equity Premium Income R6
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
Victory Pioneer Equ Premium Income A
Price$12.72
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets129.62M
JEPRX vs PMARX Comparison Chart in %
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JEPRX vs. PMARX commentary
Jul 06, 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 PMARX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.43B vs. PMARX (130M). PMARX pays higher dividends than JEPRX: PMARX (11.60) vs JEPRX (8.54). JEPRX was incepted earlier than PMARX: JEPRX (7 years) vs PMARX (15 years). PMARX (1.40) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. PMARX (114.00). PMARX has a lower initial minimum investment than JEPRX: PMARX (1000) vs JEPRX (15000000). PMARX annual gain was more profitable for investors over the last year : 12.11 vs. JEPRX (10.11). JEPRX return over 5 years is better than : 73.50 vs. PMARX (38.59).
JEPRXPMARXJEPRX / PMARX
Total Expense Ratio0.351.2029%
Annual Report Gross Expense Ratio0.351.4025%
Fund Existence7 years15 years-
Gain YTD3.34811.01330%
Front LoadN/A5%-
Min. Initial Investment1500000010001,500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.43B130M4,948%
Annual Yield % from dividends8.5411.6074%
Returns for 1 year10.1112.1183%
Returns for 3 years33.5731.98105%
Returns for 5 years73.5038.59190%
Returns for 10 yearsN/A27.37-
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