JEPSX
Price
$14.09
Change
+$0.01 (+0.07%)
Updated
Aug 18 closing price
Net Assets
6.39B
MENYX
Price
$9.52
Change
+$0.01 (+0.11%)
Updated
Aug 18 closing price
Net Assets
209.13M
Interact to see
Advertisement

JEPSX vs MENYX

Header iconJEPSX vs MENYX Comparison
Open Charts JEPSX vs MENYXBanner chart's image
JPMorgan Equity Premium Income R5
Price$14.09
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets6.39B
Madison Covered Call & Equity Income Y
Price$9.52
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets209.13M
JEPSX vs MENYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JEPSX vs. MENYX commentary
Aug 20, 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 MENYX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.39B vs. MENYX (209M). JEPSX pays higher dividends than MENYX: JEPSX (8.61) vs MENYX (7.87). JEPSX was incepted earlier than MENYX: JEPSX (7 years) vs MENYX (16 years). MENYX (1.04) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. MENYX (144.00). JEPSX has a lower initial minimum investment than MENYX: JEPSX (0) vs MENYX (1000). JEPSX annual gain was more profitable for investors over the last year : 7.06 vs. MENYX (2.97). JEPSX return over 5 years is better than : 63.06 vs. MENYX (54.56).
JEPSXMENYXJEPSX / MENYX
Total Expense Ratio0.451.0443%
Annual Report Gross Expense Ratio0.541.0452%
Fund Existence7 years16 years-
Gain YTD3.3004.63871%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.39B209M3,056%
Annual Yield % from dividends8.617.87109%
Returns for 1 year7.062.97238%
Returns for 3 years27.5522.88120%
Returns for 5 years63.0654.56116%
Returns for 10 yearsN/A82.34-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LBISX21.860.03
+0.14%
BrandywineGLOBAL Div US Large Value IS
ALGRX101.790.08
+0.08%
Alger Focus Equity I
MFEJX212.970.15
+0.07%
MFS Growth R4
MXEVX12.17N/A
N/A
Empower Core Strategies Intl Eq Inv
RREAX28.69-0.18
-0.62%
Russell Inv Global Real Estate Secs A