JEPIX
Price
$14.15
Change
+$0.09 (+0.64%)
Updated
Jul 17 closing price
Net Assets
6.39B
JEPSX
Price
$14.15
Change
+$0.09 (+0.64%)
Updated
Jul 17 closing price
Net Assets
6.39B
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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$14.15
Change+$0.09 (+0.64%)
VolumeN/A
Net Assets6.39B
JPMorgan Equity Premium Income R5
Price$14.15
Change+$0.09 (+0.64%)
VolumeN/A
Net Assets6.39B
JEPIX vs JEPSX Comparison Chart in %
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JEPIX vs. JEPSX commentary
Jul 18, 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 (6.39B) and JEPSX (6.39B) have equal amount of cash in the bank . JEPSX (8.43) and JEPIX (8.28) 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 (7.14) and JEPIX (6.99) have marching annual gain over last year. JEPSX (67.05) and JEPIX (65.82) have equivalent 5 years return.
JEPIXJEPSXJEPIX / JEPSX
Total Expense Ratio0.600.45133%
Annual Report Gross Expense Ratio0.600.54111%
Fund Existence7 years7 years-
Gain YTD2.3462.41797%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.39B6.39B100%
Annual Yield % from dividends8.288.4398%
Returns for 1 year6.997.1498%
Returns for 3 years33.0633.7498%
Returns for 5 years65.8267.0598%
Returns for 10 yearsN/AN/A-
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