JEPIX
Price
$14.10
Change
-$0.05 (-0.35%)
Updated
Sep 2 closing price
Net Assets
6.39B
KNGYX
Price
$11.78
Change
-$0.09 (-0.76%)
Updated
Sep 2 closing price
Net Assets
45.06M
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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$14.10
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets6.39B
Vest S&P500 Div Aristocrats Trgt IncY
Price$11.78
Change-$0.09 (-0.76%)
VolumeN/A
Net Assets45.06M
JEPIX vs KNGYX Comparison Chart in %
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JEPIX vs. KNGYX commentary
Sep 04, 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 Hold.

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FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.39B vs. KNGYX (45.1M). JEPIX pays higher dividends than KNGYX: JEPIX (8.29) 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 : 5.40 vs. KNGYX (-8.46). JEPIX return over 5 years is better than : 63.12 vs. KNGYX (12.90).
JEPIXKNGYXJEPIX / KNGYX
Total Expense Ratio0.600.7086%
Annual Report Gross Expense Ratio0.601.2050%
Fund Existence7 years7 years-
Gain YTD4.2820.583734%
Front LoadN/AN/A-
Min. Initial Investment10000001000000010%
Min. Initial Investment IRAN/AN/A-
Net Assets6.39B45.1M14,166%
Annual Yield % from dividends8.291.82456%
Returns for 1 year5.40-8.46-64%
Returns for 3 years34.00-1.65-2,061%
Returns for 5 years63.1212.90489%
Returns for 10 yearsN/AN/A-
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