JEPSX
Price
$14.16
Change
-$0.03 (-0.21%)
Updated
Jul 28 closing price
Net Assets
6.45B
MENAX
Price
$8.95
Change
-$0.01 (-0.11%)
Updated
Jul 28 closing price
Net Assets
209.07M
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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$14.16
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets6.45B
Madison Covered Call & Equity Income A
Price$8.95
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets209.07M
JEPSX vs MENAX Comparison Chart in %
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JEPSX vs. MENAX commentary
Jul 29, 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 Buy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.45B vs. MENAX (209M). JEPSX (8.43) and MENAX (8.39) 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). JEPSX annual gain was more profitable for investors over the last year : 8.82 vs. MENAX (3.37). JEPSX return over 5 years is better than : 66.01 vs. MENAX (57.63).
JEPSXMENAXJEPSX / MENAX
Total Expense Ratio0.451.2935%
Annual Report Gross Expense Ratio0.541.2942%
Fund Existence7 years16 years-
Gain YTD3.1463.97679%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.45B209M3,086%
Annual Yield % from dividends8.438.39101%
Returns for 1 year8.823.37262%
Returns for 3 years28.7924.02120%
Returns for 5 years66.0157.63115%
Returns for 10 yearsN/A68.95-
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