JEPSX
Price
$14.19
Change
+$0.03 (+0.21%)
Updated
Jul 25 closing price
Net Assets
6.45B
MENAX
Price
$8.96
Change
+$0.01 (+0.11%)
Updated
Jul 25 closing price
Net Assets
209.07M
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JEPSX vs MENAX

Header iconJEPSX vs MENAX Comparison
Open Charts JEPSX vs MENAXBanner chart's image
JPMorgan Equity Premium Income R5
Price$14.19
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.45B
Madison Covered Call & Equity Income A
Price$8.96
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets209.07M
JEPSX vs MENAX Comparison Chart in %
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JEPSX vs. MENAX commentary
Jul 27, 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 MENAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.45B vs. MENAX (209M). JEPSX (8.43) and MENAX (8.39) have matching dividends . JEPSX was incepted earlier than MENAX: JEPSX (7 years) vs MENAX (16 years). MENAX (1.29) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. MENAX (144.00). JEPSX has a lower initial minimum investment than MENAX: JEPSX (0) vs MENAX (1000). JEPSX annual gain was more profitable for investors over the last year : 10.30 vs. MENAX (4.15). JEPSX return over 5 years is better than : 67.72 vs. MENAX (58.42).
JEPSXMENAXJEPSX / MENAX
Total Expense Ratio0.451.2935%
Annual Report Gross Expense Ratio0.541.2942%
Fund Existence7 years16 years-
Gain YTD3.3644.09282%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.45B209M3,086%
Annual Yield % from dividends8.438.39101%
Returns for 1 year10.304.15248%
Returns for 3 years32.2027.66116%
Returns for 5 years67.7258.42116%
Returns for 10 yearsN/A70.05-
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