JEPIX
Price
$13.94
Change
+$0.06 (+0.43%)
Updated
Jun 6 closing price
Net Assets
6.31B
KNGYX
Price
$11.72
Change
+$0.09 (+0.77%)
Updated
Jun 6 closing price
Net Assets
53.68M
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JEPIX vs KNGYX

Header iconJEPIX vs KNGYX Comparison
Open Charts JEPIX vs KNGYXBanner chart's image
JPMorgan Equity Premium Income I
Price$13.94
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets6.31B
Vest S&P500 Div Aristocrats Trgt IncY
Price$11.72
Change+$0.09 (+0.77%)
VolumeN/A
Net Assets53.68M
JEPIX vs KNGYX Comparison Chart
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JEPIX vs. KNGYX commentary
Jun 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 KNGYX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.31B vs. KNGYX (53.7M). JEPIX pays higher dividends than KNGYX: JEPIX (8.28) vs KNGYX (1.82). JEPIX was incepted earlier than KNGYX: JEPIX (7 years) vs KNGYX (7 years). KNGYX (1.20) is less costly to investors than JEPIX (0.60). KNGYX is a more actively managed with annual turnover of: 536.68 vs. JEPIX (176.00). JEPIX has a lower initial minimum investment than KNGYX: JEPIX (1000000) vs KNGYX (10000000). JEPIX annual gain was more profitable for investors over the last year : 6.68 vs. KNGYX (-5.64). JEPIX return over 5 years is better than : 67.51 vs. KNGYX (13.61).
JEPIXKNGYXJEPIX / KNGYX
Total Expense Ratio0.600.7086%
Annual Report Gross Expense Ratio0.601.2050%
Fund Existence7 years7 years-
Gain YTD0.311-1.158-27%
Front LoadN/AN/A-
Min. Initial Investment10000001000000010%
Min. Initial Investment IRAN/AN/A-
Net Assets6.31B53.7M11,745%
Annual Yield % from dividends8.281.82456%
Returns for 1 year6.68-5.64-118%
Returns for 3 years24.76-8.53-290%
Returns for 5 years67.5113.61496%
Returns for 10 yearsN/AN/A-
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