JEPSX
Price
$13.94
Change
+$0.06 (+0.43%)
Updated
Jun 6 closing price
Net Assets
6.31B
KNGYX
Price
$11.72
Change
+$0.09 (+0.77%)
Updated
Jun 6 closing price
Net Assets
53.68M
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JEPSX vs KNGYX

Header iconJEPSX vs KNGYX Comparison
Open Charts JEPSX vs KNGYXBanner chart's image
JPMorgan Equity Premium Income R5
Price$13.94
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets6.31B
Vest S&P500 Div Aristocrats Trgt IncY
Price$11.72
Change+$0.09 (+0.77%)
VolumeN/A
Net Assets53.68M
JEPSX vs KNGYX Comparison Chart
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JEPSX vs. KNGYX commentary
Jun 07, 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 KNGYX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.31B vs. KNGYX (53.7M). JEPSX pays higher dividends than KNGYX: JEPSX (8.43) vs KNGYX (1.82). JEPSX was incepted earlier than KNGYX: JEPSX (7 years) vs KNGYX (7 years). KNGYX (1.20) is less costly to investors than JEPSX (0.54). KNGYX is a more actively managed with annual turnover of: 536.68 vs. JEPSX (176.00). JEPSX has a lower initial minimum investment than KNGYX: JEPSX (0) vs KNGYX (10000000). JEPSX annual gain was more profitable for investors over the last year : 6.83 vs. KNGYX (-5.64). JEPSX return over 5 years is better than : 68.76 vs. KNGYX (13.61).
JEPSXKNGYXJEPSX / KNGYX
Total Expense Ratio0.450.7064%
Annual Report Gross Expense Ratio0.541.2045%
Fund Existence7 years7 years-
Gain YTD0.369-1.158-32%
Front LoadN/AN/A-
Min. Initial Investment010000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.31B53.7M11,745%
Annual Yield % from dividends8.431.82464%
Returns for 1 year6.83-5.64-121%
Returns for 3 years25.40-8.53-298%
Returns for 5 years68.7613.61505%
Returns for 10 yearsN/AN/A-
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