JEPIX
Price
$13.58
Change
+$0.15 (+1.12%)
Updated
Apr 24 closing price
Net Assets
5.98B
JEPRX
Price
$13.58
Change
+$0.15 (+1.12%)
Updated
Apr 24 closing price
Net Assets
5.98B
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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$13.58
Change+$0.15 (+1.12%)
VolumeN/A
Net Assets5.98B
JPMorgan Equity Premium Income R6
Price$13.58
Change+$0.15 (+1.12%)
VolumeN/A
Net Assets5.98B
JEPIX vs JEPRX Comparison Chart
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JEPIX vs. JEPRX commentary
Apr 25, 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 (5.98B) and JEPRX (5.98B) have equal amount of cash in the bank . JEPRX (7.81) and JEPIX (7.56) 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 annual gain was more profitable for investors over the last year : 3.53 vs. JEPIX (3.27). JEPRX (69.28) and JEPIX (67.16) have equivalent 5 years return.
JEPIXJEPRXJEPIX / JEPRX
Total Expense Ratio0.600.35171%
Annual Report Gross Expense Ratio0.600.35171%
Fund Existence7 years7 years-
Gain YTD-4.672-4.546103%
Front LoadN/AN/A-
Min. Initial Investment1000000150000007%
Min. Initial Investment IRAN/AN/A-
Net Assets5.98B5.98B100%
Annual Yield % from dividends7.567.8197%
Returns for 1 year3.273.5393%
Returns for 3 years16.3117.1995%
Returns for 5 years67.1669.2897%
Returns for 10 yearsN/AN/A-
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