JEPSX
Price
$13.58
Change
+$0.15 (+1.12%)
Updated
Apr 24 closing price
Net Assets
5.98B
MENAX
Price
$8.19
Change
+$0.12 (+1.49%)
Updated
Apr 24 closing price
Net Assets
190.26M
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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$13.58
Change+$0.15 (+1.12%)
VolumeN/A
Net Assets5.98B
Madison Covered Call & Equity Income A
Price$8.19
Change+$0.12 (+1.49%)
VolumeN/A
Net Assets190.26M
JEPSX vs MENAX Comparison Chart
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JEPSX vs. MENAX commentary
Apr 25, 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: 5.98B vs. MENAX (190M). MENAX pays higher dividends than JEPSX: MENAX (8.51) vs JEPSX (7.71). JEPSX was incepted earlier than MENAX: JEPSX (7 years) vs MENAX (15 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 : 3.42 vs. MENAX (-5.88). JEPSX return over 5 years is better than : 68.42 vs. MENAX (58.99).
JEPSXMENAXJEPSX / MENAX
Total Expense Ratio0.451.2935%
Annual Report Gross Expense Ratio0.541.2942%
Fund Existence7 years15 years-
Gain YTD-4.638-7.73660%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.98B190M3,148%
Annual Yield % from dividends7.718.5191%
Returns for 1 year3.42-5.88-58%
Returns for 3 years16.827.20234%
Returns for 5 years68.4258.99116%
Returns for 10 yearsN/A47.27-
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