JEPSX
Price
$14.52
Change
+$0.40 (+2.83%)
Updated
Feb 3 closing price
Net Assets
6.03B
MENAX
Price
$8.92
Change
-$0.04 (-0.45%)
Updated
Feb 3 closing price
Net Assets
133.47M
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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$14.52
Change+$0.40 (+2.83%)
VolumeN/A
Net Assets6.03B
Madison Covered Call & Equity Income A
Price$8.92
Change-$0.04 (-0.45%)
VolumeN/A
Net Assets133.47M
JEPSX vs MENAX Comparison Chart in %
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JEPSX vs. MENAX commentary
Feb 04, 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 Buy and MENAX is a Hold.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.03B vs. MENAX (133M). MENAX pays higher dividends than JEPSX: MENAX (8.71) vs JEPSX (8.13). 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 (78.00). 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 : 9.86 vs. JEPSX (7.45). JEPSX return over 5 years is better than : 57.81 vs. MENAX (44.03).
JEPSXMENAXJEPSX / MENAX
Total Expense Ratio0.451.2935%
Annual Report Gross Expense Ratio0.471.2936%
Fund Existence7 years16 years-
Gain YTD2.4593.00282%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.03B133M4,537%
Annual Yield % from dividends8.138.7193%
Returns for 1 year7.459.8675%
Returns for 3 years34.2817.21199%
Returns for 5 years57.8144.03131%
Returns for 10 yearsN/A93.62-
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