JEPSX
Price
$14.19
Change
+$0.03 (+0.21%)
Updated
Jul 25 closing price
Net Assets
6.45B
MENRX
Price
$9.72
Change
+$0.01 (+0.10%)
Updated
Jul 25 closing price
Net Assets
209.07M
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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$14.19
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.45B
Madison Covered Call & Equity Income R6
Price$9.72
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets209.07M
JEPSX vs MENRX Comparison Chart in %
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JEPSX vs. MENRX commentary
Jul 27, 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 MENRX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.45B vs. MENRX (209M). JEPSX pays higher dividends than MENRX: JEPSX (8.43) vs MENRX (7.82). JEPSX was incepted earlier than MENRX: JEPSX (7 years) vs MENRX (13 years). MENRX (0.91) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. MENRX (144.00). JEPSX has a lower initial minimum investment than MENRX: JEPSX (0) vs MENRX (500000). JEPSX annual gain was more profitable for investors over the last year : 10.30 vs. MENRX (4.56). JEPSX return over 5 years is better than : 67.72 vs. MENRX (61.87).
JEPSXMENRXJEPSX / MENRX
Total Expense Ratio0.450.9149%
Annual Report Gross Expense Ratio0.540.9159%
Fund Existence7 years13 years-
Gain YTD3.3644.31578%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.45B209M3,086%
Annual Yield % from dividends8.437.82108%
Returns for 1 year10.304.56226%
Returns for 3 years32.2029.13111%
Returns for 5 years67.7261.87109%
Returns for 10 yearsN/A77.68-
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