JEPSX
Price
$14.52
Change
+$0.40 (+2.83%)
Updated
Feb 3 closing price
Net Assets
6.03B
PMYRX
Price
$13.23
Change
+$0.20 (+1.53%)
Updated
Feb 3 closing price
Net Assets
154.39M
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JEPSX vs PMYRX

Header iconJEPSX vs PMYRX Comparison
Open Charts JEPSX vs PMYRXBanner chart's image
JPMorgan Equity Premium Income R5
Price$14.52
Change+$0.40 (+2.83%)
VolumeN/A
Net Assets6.03B
Victory Pioneer Equ Premium Income Y
Price$13.23
Change+$0.20 (+1.53%)
VolumeN/A
Net Assets154.39M
JEPSX vs PMYRX Comparison Chart in %
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JEPSX vs. PMYRX 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 PMYRX is a Hold.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.03B vs. PMYRX (154M). PMYRX pays higher dividends than JEPSX: PMYRX (9.75) vs JEPSX (8.13). JEPSX was incepted earlier than PMYRX: JEPSX (7 years) vs PMYRX (16 years). PMYRX (1.14) is less costly to investors than JEPSX (0.47). JEPSX is a more actively managed with annual turnover of: 178.00 vs. PMYRX (65.00). JEPSX has a lower initial minimum investment than PMYRX: JEPSX (0) vs PMYRX (5000000). PMYRX annual gain was more profitable for investors over the last year : 19.00 vs. JEPSX (7.45). JEPSX return over 5 years is better than : 57.81 vs. PMYRX (25.48).
JEPSXPMYRXJEPSX / PMYRX
Total Expense Ratio0.450.9050%
Annual Report Gross Expense Ratio0.471.1441%
Fund Existence7 years16 years-
Gain YTD2.4592.80888%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.03B154M3,918%
Annual Yield % from dividends8.139.7583%
Returns for 1 year7.4519.0039%
Returns for 3 years34.2837.4492%
Returns for 5 years57.8125.48227%
Returns for 10 yearsN/A70.39-
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