JEPAX
Price
$13.94
Change
+$0.07 (+0.50%)
Updated
Jun 6 closing price
Net Assets
6.31B
MENRX
Price
$9.42
Change
+$0.06 (+0.64%)
Updated
Jun 6 closing price
Net Assets
204.2M
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JEPAX vs MENRX

Header iconJEPAX vs MENRX Comparison
Open Charts JEPAX vs MENRXBanner chart's image
JPMorgan Equity Premium Income A
Price$13.94
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets6.31B
Madison Covered Call & Equity Income R6
Price$9.42
Change+$0.06 (+0.64%)
VolumeN/A
Net Assets204.2M
JEPAX vs MENRX Comparison Chart
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JEPAX vs. MENRX commentary
Jun 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 JEPAX is a Buy and MENRX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.31B vs. MENRX (204M). JEPAX (8.02) and MENRX (7.98) have matching dividends . JEPAX was incepted earlier than MENRX: JEPAX (7 years) vs MENRX (13 years). MENRX (0.91) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. MENRX (144.00). JEPAX has a lower initial minimum investment than MENRX: JEPAX (1000) vs MENRX (500000). JEPAX annual gain was more profitable for investors over the last year : 6.33 vs. MENRX (0.12). JEPAX return over 5 years is better than : 65.34 vs. MENRX (57.54).
JEPAXMENRXJEPAX / MENRX
Total Expense Ratio0.850.9193%
Annual Report Gross Expense Ratio0.850.9193%
Fund Existence7 years13 years-
Gain YTD0.203-1.021-20%
Front Load5%N/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.31B204M3,092%
Annual Yield % from dividends8.027.98100%
Returns for 1 year6.330.125,352%
Returns for 3 years23.8313.80173%
Returns for 5 years65.3457.54114%
Returns for 10 yearsN/A65.29-
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