JEPAX
Price
$14.06
Change
+$0.04 (+0.29%)
Updated
Jul 16 closing price
Net Assets
6.37B
JEPSX
Price
$14.06
Change
+$0.04 (+0.29%)
Updated
Jul 16 closing price
Net Assets
6.37B
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JEPAX vs JEPSX

Header iconJEPAX vs JEPSX Comparison
Open Charts JEPAX vs JEPSXBanner chart's image
JPMorgan Equity Premium Income A
Price$14.06
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets6.37B
JPMorgan Equity Premium Income R5
Price$14.06
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets6.37B
JEPAX vs JEPSX Comparison Chart in %
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JEPAX vs. JEPSX commentary
Jul 17, 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 JEPAX is a Buy and JEPSX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPAX (6.37B) and JEPSX (6.37B) have equal amount of cash in the bank . JEPSX (8.43) and JEPAX (8.03) have matching dividends . JEPAX was incepted earlier than JEPSX: JEPAX (7 years) vs JEPSX (7 years). JEPAX (0.85) is less costly to investors than JEPSX (0.54). JEPAX (176.00) and JEPSX (176.00) have comparable annual turnover. JEPSX has a lower initial minimum investment than JEPAX: JEPSX (0) vs JEPAX (1000). JEPSX annual gain was more profitable for investors over the last year : 7.06 vs. JEPAX (6.64). JEPSX return over 5 years is better than : 66.58 vs. JEPAX (63.32).
JEPAXJEPSXJEPAX / JEPSX
Total Expense Ratio0.850.45189%
Annual Report Gross Expense Ratio0.850.54157%
Fund Existence7 years7 years-
Gain YTD1.9972.12694%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.37B6.37B100%
Annual Yield % from dividends8.038.4395%
Returns for 1 year6.647.0694%
Returns for 3 years30.4632.0295%
Returns for 5 years63.3266.5895%
Returns for 10 yearsN/AN/A-
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