JEPSX
Price
$14.52
Change
+$0.40 (+2.83%)
Updated
Feb 3 closing price
Net Assets
6.03B
MENRX
Price
$9.73
Change
-$0.00 (-0.00%)
Updated
Feb 3 closing price
Net Assets
133.23M
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JEPSX vs MENRX

Header iconJEPSX vs MENRX Comparison
Open Charts JEPSX vs MENRXBanner 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 R6
Price$9.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets133.23M
JEPSX vs MENRX Comparison Chart in %
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JEPSX vs. MENRX 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 MENRX is a Hold.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.03B vs. MENRX (133M). JEPSX (8.13) and MENRX (8.07) have matching dividends . JEPSX was incepted earlier than MENRX: JEPSX (7 years) vs MENRX (14 years). MENRX (0.91) is less costly to investors than JEPSX (0.47). JEPSX is a more actively managed with annual turnover of: 178.00 vs. MENRX (78.00). JEPSX has a lower initial minimum investment than MENRX: JEPSX (0) vs MENRX (500000). MENRX annual gain was more profitable for investors over the last year : 10.40 vs. JEPSX (7.45). JEPSX return over 5 years is better than : 57.81 vs. MENRX (47.00).
JEPSXMENRXJEPSX / MENRX
Total Expense Ratio0.450.9149%
Annual Report Gross Expense Ratio0.470.9152%
Fund Existence7 years14 years-
Gain YTD2.4593.07280%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.03B133M4,537%
Annual Yield % from dividends8.138.07101%
Returns for 1 year7.4510.4072%
Returns for 3 years34.2818.53185%
Returns for 5 years57.8147.00123%
Returns for 10 yearsN/A102.25-
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