JEPRX
Price
$13.91
Change
-$0.10 (-0.71%)
Updated
Jun 13 closing price
Net Assets
6.35B
MENAX
Price
$8.92
Change
-$0.01 (-0.11%)
Updated
Jun 13 closing price
Net Assets
210.45M
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JEPRX vs MENAX

Header iconJEPRX vs MENAX Comparison
Open Charts JEPRX vs MENAXBanner chart's image
JPMorgan Equity Premium Income R6
Price$13.91
Change-$0.10 (-0.71%)
VolumeN/A
Net Assets6.35B
Madison Covered Call & Equity Income A
Price$8.92
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets210.45M
JEPRX vs MENAX Comparison Chart
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JEPRX vs. MENAX commentary
Jun 14, 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 MENAX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.35B vs. MENAX (210M). JEPRX (8.54) and MENAX (8.54) have matching dividends . JEPRX was incepted earlier than MENAX: JEPRX (7 years) vs MENAX (16 years). MENAX (1.29) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. MENAX (144.00). MENAX has a lower initial minimum investment than JEPRX: MENAX (1000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 8.64 vs. MENAX (3.93). JEPRX return over 5 years is better than : 75.62 vs. MENAX (64.45).
JEPRXMENAXJEPRX / MENAX
Total Expense Ratio0.351.2927%
Annual Report Gross Expense Ratio0.351.2927%
Fund Existence7 years16 years-
Gain YTD1.4272.09768%
Front LoadN/A6%-
Min. Initial Investment1500000010001,500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.35B210M3,026%
Annual Yield % from dividends8.548.54100%
Returns for 1 year8.643.93220%
Returns for 3 years37.6525.08150%
Returns for 5 years75.6264.45117%
Returns for 10 yearsN/A62.97-
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