JEPIX
Price
$14.13
Change
+$0.04 (+0.28%)
Updated
Sep 4 closing price
Net Assets
6.4B
JEPRX
Price
$14.13
Change
+$0.05 (+0.36%)
Updated
Sep 4 closing price
Net Assets
6.4B
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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$14.13
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets6.4B
JPMorgan Equity Premium Income R6
Price$14.13
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets6.4B
JEPIX vs JEPRX Comparison Chart in %
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JEPIX vs. JEPRX commentary
Sep 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 JEPIX is a Buy and JEPRX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPIX (6.4B) and JEPRX (6.4B) 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 (6.54) and JEPIX (6.27) have marching annual gain over last year. JEPRX (65.20) and JEPIX (63.25) have equivalent 5 years return.
JEPIXJEPRXJEPIX / JEPRX
Total Expense Ratio0.600.35171%
Annual Report Gross Expense Ratio0.600.35171%
Fund Existence7 years7 years-
Gain YTD4.1354.30996%
Front LoadN/AN/A-
Min. Initial Investment1000000150000007%
Min. Initial Investment IRAN/AN/A-
Net Assets6.4B6.4B100%
Annual Yield % from dividends8.298.5597%
Returns for 1 year6.276.5496%
Returns for 3 years34.1135.0397%
Returns for 5 years63.2565.2097%
Returns for 10 yearsN/AN/A-
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