JEPSX
Price
$14.08
Change
+$0.01 (+0.07%)
Updated
Aug 15 closing price
Net Assets
6.39B
MENAX
Price
$8.99
Change
+$0.02 (+0.22%)
Updated
Aug 15 closing price
Net Assets
209.35M
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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$14.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets6.39B
Madison Covered Call & Equity Income A
Price$8.99
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets209.35M
JEPSX vs MENAX Comparison Chart in %
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JEPSX vs. MENAX commentary
Aug 17, 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 Buy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.39B vs. MENAX (209M). JEPSX (8.61) and MENAX (8.27) 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 : 6.98 vs. MENAX (2.84). JEPSX return over 5 years is better than : 62.83 vs. MENAX (51.93).
JEPSXMENAXJEPSX / MENAX
Total Expense Ratio0.451.2935%
Annual Report Gross Expense Ratio0.541.2942%
Fund Existence7 years16 years-
Gain YTD3.2264.44073%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.39B209M3,058%
Annual Yield % from dividends8.618.27104%
Returns for 1 year6.982.84246%
Returns for 3 years27.3721.38128%
Returns for 5 years62.8351.93121%
Returns for 10 yearsN/A69.52-
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