JEPRX
Price
$14.15
Change
-$0.03 (-0.21%)
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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JEPRX vs JEPSX

Header iconJEPRX vs JEPSX Comparison
Open Charts JEPRX vs JEPSXBanner chart's image
JPMorgan Equity Premium Income R6
Price$14.15
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets6.27B
JPMorgan Equity Premium Income R5
Price$14.16
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets6.27B
JEPRX vs JEPSX Comparison Chart in %
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JEPRX 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 JEPRX is a Buy and JEPSX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPRX (6.27B) and JEPSX (6.27B) have equal amount of cash in the bank . JEPRX (8.48) and JEPSX (8.37) have matching dividends . JEPRX was incepted earlier than JEPSX: JEPRX (7 years) vs JEPSX (7 years). JEPSX (0.54) is less costly to investors than JEPRX (0.35). JEPRX (176.00) and JEPSX (176.00) have comparable annual turnover. JEPSX has a lower initial minimum investment than JEPRX: JEPSX (0) vs JEPRX (15000000). JEPRX (5.34) and JEPSX (5.22) have marching annual gain over last year. JEPRX (63.41) and JEPSX (62.56) have equivalent 5 years return.
JEPRXJEPSXJEPRX / JEPSX
Total Expense Ratio0.350.4578%
Annual Report Gross Expense Ratio0.350.5465%
Fund Existence7 years7 years-
Gain YTD5.4265.266103%
Front LoadN/AN/A-
Min. Initial Investment150000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.27B6.27B100%
Annual Yield % from dividends8.488.37101%
Returns for 1 year5.345.22102%
Returns for 3 years43.6743.21101%
Returns for 5 years63.4162.56101%
Returns for 10 yearsN/AN/A-
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