JEPSX
Price
$14.50
Change
+$0.02 (+0.14%)
Updated
Jan 14 closing price
Net Assets
6.15B
MENAX
Price
$8.88
Change
+$0.08 (+0.91%)
Updated
Jan 14 closing price
Net Assets
134.23M
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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$14.50
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets6.15B
Madison Covered Call & Equity Income A
Price$8.88
Change+$0.08 (+0.91%)
VolumeN/A
Net Assets134.23M
JEPSX vs MENAX Comparison Chart in %
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JEPSX vs. MENAX commentary
Jan 15, 2026

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 Hold and MENAX is a Hold.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.15B vs. MENAX (134M). MENAX pays higher dividends than JEPSX: MENAX (8.99) vs JEPSX (8.26). JEPSX was incepted earlier than MENAX: JEPSX (7 years) vs MENAX (16 years). MENAX (1.29) is less costly to investors than JEPSX (0.47). JEPSX is a more actively managed with annual turnover of: 178.00 vs. MENAX (144.00). JEPSX has a lower initial minimum investment than MENAX: JEPSX (0) vs MENAX (1000). JEPSX (9.46) and MENAX (9.25) have marching annual gain over last year. JEPSX return over 5 years is better than : 58.55 vs. MENAX (42.58).
JEPSXMENAXJEPSX / MENAX
Total Expense Ratio0.451.2935%
Annual Report Gross Expense Ratio0.471.2936%
Fund Existence7 years16 years-
Gain YTD1.6832.54066%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.15B134M4,589%
Annual Yield % from dividends8.268.9992%
Returns for 1 year9.469.25102%
Returns for 3 years32.4818.51175%
Returns for 5 years58.5542.58138%
Returns for 10 yearsN/A95.29-
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