JEPAX
Price
$13.91
Change
-$0.10 (-0.71%)
Updated
Jun 13 closing price
Net Assets
6.35B
MENAX
Price
$8.92
Change
-$0.01 (-0.11%)
Updated
Jun 13 closing price
Net Assets
210.45M
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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$13.91
Change-$0.10 (-0.71%)
VolumeN/A
Net Assets6.35B
Madison Covered Call & Equity Income A
Price$8.92
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets210.45M
JEPAX vs MENAX Comparison Chart
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JEPAX vs. MENAX commentary
Jun 14, 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: 6.35B vs. MENAX (210M). MENAX pays higher dividends than JEPAX: MENAX (8.54) vs JEPAX (8.02). 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 : 8.09 vs. MENAX (3.93). JEPAX return over 5 years is better than : 71.16 vs. MENAX (64.45).
JEPAXMENAXJEPAX / MENAX
Total Expense Ratio0.851.2966%
Annual Report Gross Expense Ratio0.851.2966%
Fund Existence7 years16 years-
Gain YTD1.2152.09758%
Front Load5%6%91%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.35B210M3,026%
Annual Yield % from dividends8.028.5494%
Returns for 1 year8.093.93206%
Returns for 3 years35.6925.08142%
Returns for 5 years71.1664.45110%
Returns for 10 yearsN/A62.97-
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