JEPIX
Price
$13.58
Change
+$0.15 (+1.12%)
Updated
Apr 24 closing price
Net Assets
5.98B
JEPSX
Price
$13.58
Change
+$0.15 (+1.12%)
Updated
Apr 24 closing price
Net Assets
5.98B
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JEPIX vs JEPSX

Header iconJEPIX vs JEPSX Comparison
Open Charts JEPIX vs JEPSXBanner 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 R5
Price$13.58
Change+$0.15 (+1.12%)
VolumeN/A
Net Assets5.98B
JEPIX vs JEPSX Comparison Chart
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JEPIX vs. JEPSX 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 JEPSX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPIX (5.98B) and JEPSX (5.98B) have equal amount of cash in the bank . JEPSX (7.71) and JEPIX (7.56) have matching dividends . JEPIX was incepted earlier than JEPSX: JEPIX (7 years) vs JEPSX (7 years). JEPIX (0.60) is less costly to investors than JEPSX (0.54). JEPIX (176.00) and JEPSX (176.00) have comparable annual turnover. JEPSX has a lower initial minimum investment than JEPIX: JEPSX (0) vs JEPIX (1000000). JEPSX (3.42) and JEPIX (3.27) have marching annual gain over last year. JEPSX (68.42) and JEPIX (67.16) have equivalent 5 years return.
JEPIXJEPSXJEPIX / JEPSX
Total Expense Ratio0.600.45133%
Annual Report Gross Expense Ratio0.600.54111%
Fund Existence7 years7 years-
Gain YTD-4.672-4.638101%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.98B5.98B100%
Annual Yield % from dividends7.567.7198%
Returns for 1 year3.273.4296%
Returns for 3 years16.3116.8297%
Returns for 5 years67.1668.4298%
Returns for 10 yearsN/AN/A-
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