JEPSX
Price
$13.73
Change
-$0.06 (-0.44%)
Updated
May 23 closing price
Net Assets
6.22B
KNGIX
Price
$11.49
Change
-$0.02 (-0.17%)
Updated
May 23 closing price
Net Assets
53.47M
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JEPSX vs KNGIX

Header iconJEPSX vs KNGIX Comparison
Open Charts JEPSX vs KNGIXBanner chart's image
JPMorgan Equity Premium Income R5
Price$13.73
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets6.22B
Vest S&P500 Div Aristocrats Trgt Inc Ins
Price$11.49
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets53.47M
JEPSX vs KNGIX Comparison Chart
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JEPSX vs. KNGIX commentary
May 24, 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 JEPSX is a Buy and KNGIX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.22B vs. KNGIX (53.5M). JEPSX pays higher dividends than KNGIX: JEPSX (8.19) vs KNGIX (1.62). JEPSX was incepted earlier than KNGIX: JEPSX (7 years) vs KNGIX (8 years). KNGIX (1.29) is less costly to investors than JEPSX (0.54). KNGIX is a more actively managed with annual turnover of: 536.68 vs. JEPSX (176.00). JEPSX has a lower initial minimum investment than KNGIX: JEPSX (0) vs KNGIX (100000). JEPSX annual gain was more profitable for investors over the last year : 5.58 vs. KNGIX (-6.85). JEPSX return over 5 years is better than : 71.15 vs. KNGIX (24.56).
JEPSXKNGIXJEPSX / KNGIX
Total Expense Ratio0.450.9547%
Annual Report Gross Expense Ratio0.541.2942%
Fund Existence7 years8 years-
Gain YTD-1.248-2.01462%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.22B53.5M11,632%
Annual Yield % from dividends8.191.62506%
Returns for 1 year5.58-6.85-81%
Returns for 3 years27.60-7.49-368%
Returns for 5 years71.1524.56290%
Returns for 10 yearsN/AN/A-
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