JEPRX
Price
$13.84
Change
+$0.07 (+0.51%)
Updated
May 7 closing price
Net Assets
6.22B
SCRUX
Price
$10.70
Change
+$0.03 (+0.28%)
Updated
May 7 closing price
Net Assets
182.16M
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JEPRX vs SCRUX

Header iconJEPRX vs SCRUX Comparison
Open Charts JEPRX vs SCRUXBanner chart's image
JPMorgan Equity Premium Income R6
Price$13.84
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets6.22B
Invesco Income Advantage U.S. Fund R
Price$10.70
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets182.16M
JEPRX vs SCRUX Comparison Chart
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JEPRX vs. SCRUX commentary
May 09, 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 SCRUX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.22B vs. SCRUX (182M). JEPRX pays higher dividends than SCRUX: JEPRX (8.30) vs SCRUX (6.36). JEPRX was incepted earlier than SCRUX: JEPRX (7 years) vs SCRUX (19 years). SCRUX (1.40) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. SCRUX (54.00). SCRUX has a lower initial minimum investment than JEPRX: SCRUX (1000) vs JEPRX (15000000). SCRUX annual gain was more profitable for investors over the last year : 7.97 vs. JEPRX (5.62). JEPRX return over 5 years is better than : 72.18 vs. SCRUX (45.05).
JEPRXSCRUXJEPRX / SCRUX
Total Expense Ratio0.351.3825%
Annual Report Gross Expense Ratio0.351.4025%
Fund Existence7 years19 years-
Gain YTD-1.286-1.48287%
Front LoadN/AN/A-
Min. Initial Investment1500000010001,500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.22B182M3,420%
Annual Yield % from dividends8.306.36130%
Returns for 1 year5.627.9770%
Returns for 3 years25.1729.7385%
Returns for 5 years72.1845.05160%
Returns for 10 yearsN/A36.29-
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