JEPSX
Price
$14.73
Change
+$0.02 (+0.14%)
Updated
Sep 27 closing price
KNGYX
Price
$13.38
Change
+$0.05 (+0.38%)
Updated
Sep 27 closing price
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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$14.73
Change+$0.02 (+0.14%)
VolumeN/A
CapitalizationN/A
Vest S&P500 Div Aristocrats Trgt IncY
Price$13.38
Change+$0.05 (+0.38%)
VolumeN/A
CapitalizationN/A
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JEPSX vs KNGYX Comparison Chart
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VS
JEPSX vs. KNGYX commentary
Sep 29, 2024

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 StrongBuy and KNGYX is a Buy.

FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.54B vs. KNGYX (64.5M). JEPSX pays higher dividends than KNGYX: JEPSX (7.43) vs KNGYX (1.62). JEPSX was incepted earlier than KNGYX: JEPSX (6 years) vs KNGYX (6 years). KNGYX is a more actively managed with annual turnover of: 233.33 vs. JEPSX (189.00). 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 : 19.19 vs. KNGYX (9.76). JEPSX return over 5 years is better than : 59.49 vs. KNGYX (28.06).
JEPSXKNGYXJEPSX / KNGYX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence6 years6 years-
Gain YTD12.4927.159175%
Front LoadN/AN/A-
Min. Initial Investment010000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.54B64.5M10,136%
Annual Yield % from dividends7.431.62459%
Returns for 1 year19.199.76197%
Returns for 3 years29.474.68630%
Returns for 5 years59.4928.06212%
Returns for 10 yearsN/AN/A-
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