JEPIX
Price
$14.16
Change
-$0.02 (-0.14%)
Updated
Oct 7 closing price
Net Assets
6.27B
JEPSX
Price
$14.16
Change
-$0.02 (-0.14%)
Updated
Oct 7 closing price
Net Assets
6.27B
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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$14.16
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets6.27B
JPMorgan Equity Premium Income R5
Price$14.16
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets6.27B
JEPIX vs JEPSX Comparison Chart in %
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JEPIX vs. JEPSX commentary
Oct 08, 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 (6.27B) and JEPSX (6.27B) have equal amount of cash in the bank . JEPSX (8.37) and JEPIX (8.23) 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 (5.22) and JEPIX (5.07) have marching annual gain over last year. JEPSX (62.56) and JEPIX (61.36) have equivalent 5 years return.
JEPIXJEPSXJEPIX / JEPSX
Total Expense Ratio0.600.45133%
Annual Report Gross Expense Ratio0.600.54111%
Fund Existence7 years7 years-
Gain YTD5.1555.26698%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.27B6.27B100%
Annual Yield % from dividends8.238.3798%
Returns for 1 year5.075.2297%
Returns for 3 years42.5843.2199%
Returns for 5 years61.3662.5698%
Returns for 10 yearsN/AN/A-
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