JEPSX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
SCJIX
Price
$8.05
Change
+$0.03 (+0.37%)
Updated
Jul 3 closing price
Net Assets
100.27M
Interact to see
Advertisement

JEPSX vs SCJIX

Header iconJEPSX vs SCJIX Comparison
Open Charts JEPSX vs SCJIXBanner chart's image
JPMorgan Equity Premium Income R5
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
Steward Covered Call Income I
Price$8.05
Change+$0.03 (+0.37%)
VolumeN/A
Net Assets100.27M
JEPSX vs SCJIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JEPSX vs. SCJIX 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 SCJIX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.43B vs. SCJIX (100M). JEPSX pays higher dividends than SCJIX: JEPSX (8.43) vs SCJIX (0.91). JEPSX was incepted earlier than SCJIX: JEPSX (7 years) vs SCJIX (8 years). SCJIX (1.25) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. SCJIX (111.00). JEPSX has a lower initial minimum investment than SCJIX: JEPSX (0) vs SCJIX (100000). JEPSX annual gain was more profitable for investors over the last year : 9.91 vs. SCJIX (-1.57). JEPSX return over 5 years is better than : 72.47 vs. SCJIX (-8.55).
JEPSXSCJIXJEPSX / SCJIX
Total Expense Ratio0.451.0045%
Annual Report Gross Expense Ratio0.541.2543%
Fund Existence7 years8 years-
Gain YTD3.2191.566205%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.43B100M6,433%
Annual Yield % from dividends8.430.91930%
Returns for 1 year9.91-1.57-629%
Returns for 3 years33.159.18361%
Returns for 5 years72.47-8.55-848%
Returns for 10 yearsN/AN/A-
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 %
RNWAX85.380.53
+0.62%
American Funds New World R1
GSMCX38.110.22
+0.58%
Goldman Sachs Mid Cap Value Instl
GCBUX35.910.19
+0.53%
Green Century Balanced Institutional
FEGIX38.890.17
+0.44%
First Eagle Gold I
LOMAX15.860.06
+0.38%
Edgar Lomax Value