JEPSX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
MENRX
Price
$9.62
Change
+$0.03 (+0.31%)
Updated
Jul 3 closing price
Net Assets
208.35M
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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$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
Madison Covered Call & Equity Income R6
Price$9.62
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets208.35M
JEPSX vs MENRX Comparison Chart in %
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JEPSX vs. MENRX commentary
Jul 07, 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: 6.43B vs. MENRX (208M). 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 : 9.91 vs. MENRX (5.27). JEPSX return over 5 years is better than : 72.47 vs. MENRX (67.17).
JEPSXMENRXJEPSX / MENRX
Total Expense Ratio0.450.9149%
Annual Report Gross Expense Ratio0.540.9159%
Fund Existence7 years13 years-
Gain YTD3.2193.24299%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.43B208M3,093%
Annual Yield % from dividends8.437.82108%
Returns for 1 year9.915.27188%
Returns for 3 years33.1527.80119%
Returns for 5 years72.4767.17108%
Returns for 10 yearsN/A73.83-
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