JEPAX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
MENAX
Price
$8.87
Change
+$0.02 (+0.23%)
Updated
Jul 3 closing price
Net Assets
208.35M
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JEPAX vs MENAX

Header iconJEPAX vs MENAX Comparison
Open Charts JEPAX vs MENAXBanner chart's image
JPMorgan Equity Premium Income A
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
Madison Covered Call & Equity Income A
Price$8.87
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets208.35M
JEPAX vs MENAX Comparison Chart in %
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JEPAX vs. MENAX commentary
Jul 06, 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 MENAX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.43B vs. MENAX (208M). MENAX (8.39) and JEPAX (8.03) have matching dividends . JEPAX was incepted earlier than MENAX: JEPAX (7 years) vs MENAX (16 years). MENAX (1.29) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. MENAX (144.00). MENAX initial investment is less costly to investors than JEPAX (5%) vs JEPAX (5%). JEPAX (1000) and MENAX (1000) have matching initial minimum investment requirements. JEPAX annual gain was more profitable for investors over the last year : 9.55 vs. MENAX (4.90). JEPAX return over 5 years is better than : 69.10 vs. MENAX (63.53).
JEPAXMENAXJEPAX / MENAX
Total Expense Ratio0.851.2966%
Annual Report Gross Expense Ratio0.851.2966%
Fund Existence7 years16 years-
Gain YTD3.0893.046101%
Front Load5%6%91%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.43B208M3,093%
Annual Yield % from dividends8.038.3996%
Returns for 1 year9.554.90195%
Returns for 3 years31.5726.38120%
Returns for 5 years69.1063.53109%
Returns for 10 yearsN/A66.37-
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