JEPSX
Price
$14.15
Change
+$0.09 (+0.64%)
Updated
Jul 17 closing price
Net Assets
6.39B
MENRX
Price
$9.59
Change
+$0.05 (+0.52%)
Updated
Jul 17 closing price
Net Assets
205.96M
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JEPSX vs MENRX

Header iconJEPSX vs MENRX Comparison
Open Charts JEPSX vs MENRXBanner chart's image
JPMorgan Equity Premium Income R5
Price$14.15
Change+$0.09 (+0.64%)
VolumeN/A
Net Assets6.39B
Madison Covered Call & Equity Income R6
Price$9.59
Change+$0.05 (+0.52%)
VolumeN/A
Net Assets205.96M
JEPSX vs MENRX Comparison Chart in %
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JEPSX vs. MENRX commentary
Jul 18, 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 MENRX is a Hold.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.39B vs. MENRX (206M). JEPSX pays higher dividends than MENRX: JEPSX (8.43) vs MENRX (7.82). JEPSX was incepted earlier than MENRX: JEPSX (7 years) vs MENRX (13 years). MENRX (0.91) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. MENRX (144.00). JEPSX has a lower initial minimum investment than MENRX: JEPSX (0) vs MENRX (500000). JEPSX annual gain was more profitable for investors over the last year : 7.14 vs. MENRX (1.31). JEPSX return over 5 years is better than : 67.05 vs. MENRX (60.84).
JEPSXMENRXJEPSX / MENRX
Total Expense Ratio0.450.9149%
Annual Report Gross Expense Ratio0.540.9159%
Fund Existence7 years13 years-
Gain YTD2.4172.383101%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.39B206M3,100%
Annual Yield % from dividends8.437.82108%
Returns for 1 year7.141.31545%
Returns for 3 years33.7428.66118%
Returns for 5 years67.0560.84110%
Returns for 10 yearsN/A72.74-
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