JEPSX
Price
$14.36
Change
+$0.09 (+0.63%)
Updated
Dec 11 closing price
Net Assets
6.16B
MENAX
Price
$9.13
Change
+$0.05 (+0.55%)
Updated
Dec 11 closing price
Net Assets
200.3M
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JEPSX vs MENAX

Header iconJEPSX vs MENAX Comparison
Open Charts JEPSX vs MENAXBanner chart's image
JPMorgan Equity Premium Income R5
Price$14.36
Change+$0.09 (+0.63%)
VolumeN/A
Net Assets6.16B
Madison Covered Call & Equity Income A
Price$9.13
Change+$0.05 (+0.55%)
VolumeN/A
Net Assets200.3M
JEPSX vs MENAX Comparison Chart in %
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JEPSX vs. MENAX commentary
Dec 13, 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 JEPSX is a Buy and MENAX is a Hold.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.16B vs. MENAX (200M). JEPSX (8.15) and MENAX (8.13) have matching dividends . JEPSX was incepted earlier than MENAX: JEPSX (7 years) vs MENAX (16 years). MENAX (1.29) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. MENAX (144.00). JEPSX has a lower initial minimum investment than MENAX: JEPSX (0) vs MENAX (1000). MENAX annual gain was more profitable for investors over the last year : 4.99 vs. JEPSX (4.53). JEPSX return over 5 years is better than : 59.85 vs. MENAX (45.80).
JEPSXMENAXJEPSX / MENAX
Total Expense Ratio0.451.2935%
Annual Report Gross Expense Ratio0.541.2942%
Fund Existence7 years16 years-
Gain YTD7.2387.73994%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.16B200M3,082%
Annual Yield % from dividends8.158.13100%
Returns for 1 year4.534.9991%
Returns for 3 years30.7022.15139%
Returns for 5 years59.8545.80131%
Returns for 10 yearsN/A79.83-
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