JEPIX
Price
$14.14
Change
-$0.09 (-0.63%)
Updated
Sep 12 closing price
Net Assets
6.37B
JEPRX
Price
$14.14
Change
-$0.09 (-0.63%)
Updated
Sep 12 closing price
Net Assets
6.37B
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JEPIX vs JEPRX

Header iconJEPIX vs JEPRX Comparison
Open Charts JEPIX vs JEPRXBanner chart's image
JPMorgan Equity Premium Income I
Price$14.14
Change-$0.09 (-0.63%)
VolumeN/A
Net Assets6.37B
JPMorgan Equity Premium Income R6
Price$14.14
Change-$0.09 (-0.63%)
VolumeN/A
Net Assets6.37B
JEPIX vs JEPRX Comparison Chart in %
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JEPIX vs. JEPRX commentary
Sep 15, 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 JEPIX is a Buy and JEPRX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPIX (6.37B) and JEPRX (6.37B) have equal amount of cash in the bank . JEPRX (8.55) and JEPIX (8.29) have matching dividends . JEPIX was incepted earlier than JEPRX: JEPIX (7 years) vs JEPRX (7 years). JEPIX (0.60) is less costly to investors than JEPRX (0.35). JEPIX (176.00) and JEPRX (176.00) have comparable annual turnover. JEPIX has a lower initial minimum investment than JEPRX: JEPIX (1000000) vs JEPRX (15000000). JEPRX (5.73) and JEPIX (5.47) have marching annual gain over last year. JEPRX (66.42) and JEPIX (64.33) have equivalent 5 years return.
JEPIXJEPRXJEPIX / JEPRX
Total Expense Ratio0.600.35171%
Annual Report Gross Expense Ratio0.600.35171%
Fund Existence7 years7 years-
Gain YTD4.2084.45694%
Front LoadN/AN/A-
Min. Initial Investment1000000150000007%
Min. Initial Investment IRAN/AN/A-
Net Assets6.37B6.37B100%
Annual Yield % from dividends8.298.5597%
Returns for 1 year5.475.7395%
Returns for 3 years33.5234.5397%
Returns for 5 years64.3366.4297%
Returns for 10 yearsN/AN/A-
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