JEPIX
Price
$14.02
Change
+$0.05 (+0.36%)
Updated
Jun 27 closing price
Net Assets
6.33B
KNGYX
Price
$11.73
Change
+$0.05 (+0.43%)
Updated
Jun 27 closing price
Net Assets
53.97M
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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$14.02
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets6.33B
Vest S&P500 Div Aristocrats Trgt IncY
Price$11.73
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets53.97M
JEPIX vs KNGYX Comparison Chart in %
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JEPIX vs. KNGYX commentary
Jun 28, 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: 6.33B vs. KNGYX (54M). 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 : 7.52 vs. KNGYX (-4.15). JEPIX return over 5 years is better than : 75.25 vs. KNGYX (25.65).
JEPIXKNGYXJEPIX / KNGYX
Total Expense Ratio0.600.7086%
Annual Report Gross Expense Ratio0.601.2050%
Fund Existence7 years7 years-
Gain YTD0.962-0.309-312%
Front LoadN/AN/A-
Min. Initial Investment10000001000000010%
Min. Initial Investment IRAN/AN/A-
Net Assets6.33B54M11,720%
Annual Yield % from dividends8.281.82456%
Returns for 1 year7.52-4.15-181%
Returns for 3 years32.57-1.24-2,622%
Returns for 5 years75.2525.65293%
Returns for 10 yearsN/AN/A-
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