JEPRX
Price
$14.19
Change
+$0.03 (+0.21%)
Updated
Jul 25 closing price
Net Assets
6.43B
PMARX
Price
$12.83
Change
+$0.02 (+0.16%)
Updated
Jul 25 closing price
Net Assets
133.41M
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JEPRX vs PMARX

Header iconJEPRX vs PMARX Comparison
Open Charts JEPRX vs PMARXBanner chart's image
JPMorgan Equity Premium Income R6
Price$14.19
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
Victory Pioneer Equ Premium Income A
Price$12.83
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets133.41M
JEPRX vs PMARX Comparison Chart in %
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JEPRX vs. PMARX commentary
Jul 26, 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 PMARX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.43B vs. PMARX (133M). PMARX pays higher dividends than JEPRX: PMARX (11.60) vs JEPRX (8.54). JEPRX was incepted earlier than PMARX: JEPRX (7 years) vs PMARX (15 years). PMARX (1.40) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. PMARX (114.00). PMARX has a lower initial minimum investment than JEPRX: PMARX (1000) vs JEPRX (15000000). PMARX annual gain was more profitable for investors over the last year : 12.27 vs. JEPRX (10.18). JEPRX return over 5 years is better than : 68.24 vs. PMARX (35.42).
JEPRXPMARXJEPRX / PMARX
Total Expense Ratio0.351.2029%
Annual Report Gross Expense Ratio0.351.4025%
Fund Existence7 years15 years-
Gain YTD3.27511.79928%
Front LoadN/A5%-
Min. Initial Investment1500000010001,500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.43B133M4,838%
Annual Yield % from dividends8.5411.6074%
Returns for 1 year10.1812.2783%
Returns for 3 years32.2432.22100%
Returns for 5 years68.2435.42193%
Returns for 10 yearsN/A28.77-
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