JEPSX
Price
$13.91
Change
-$0.11 (-0.78%)
Updated
Jun 13 closing price
Net Assets
6.35B
MENAX
Price
$8.92
Change
-$0.01 (-0.11%)
Updated
Jun 13 closing price
Net Assets
210.45M
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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$13.91
Change-$0.11 (-0.78%)
VolumeN/A
Net Assets6.35B
Madison Covered Call & Equity Income A
Price$8.92
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets210.45M
JEPSX vs MENAX Comparison Chart
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JEPSX vs. MENAX commentary
Jun 14, 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: 6.35B vs. MENAX (210M). MENAX (8.54) and JEPSX (8.43) 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 : 8.60 vs. MENAX (3.93). JEPSX return over 5 years is better than : 74.71 vs. MENAX (64.45).
JEPSXMENAXJEPSX / MENAX
Total Expense Ratio0.451.2935%
Annual Report Gross Expense Ratio0.541.2942%
Fund Existence7 years16 years-
Gain YTD1.3822.09766%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.35B210M3,026%
Annual Yield % from dividends8.438.5499%
Returns for 1 year8.603.93219%
Returns for 3 years37.4225.08149%
Returns for 5 years74.7164.45116%
Returns for 10 yearsN/A62.97-
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