JEPSX
Price
$13.43
Change
+$0.10 (+0.75%)
Updated
Apr 23 closing price
Net Assets
5.93B
PMYRX
Price
$11.16
Change
+$0.14 (+1.27%)
Updated
Apr 23 closing price
Net Assets
105.25M
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JEPSX vs PMYRX

Header iconJEPSX vs PMYRX Comparison
Open Charts JEPSX vs PMYRXBanner chart's image
JPMorgan Equity Premium Income R5
Price$13.43
Change+$0.10 (+0.75%)
VolumeN/A
Net Assets5.93B
Pioneer Equity Premium Income Y
Price$11.16
Change+$0.14 (+1.27%)
VolumeN/A
Net Assets105.25M
JEPSX vs PMYRX Comparison Chart
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JEPSX vs. PMYRX commentary
Apr 24, 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 PMYRX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 5.93B vs. PMYRX (105M). PMYRX pays higher dividends than JEPSX: PMYRX (12.30) vs JEPSX (7.71). JEPSX was incepted earlier than PMYRX: JEPSX (7 years) vs PMYRX (15 years). PMYRX (1.14) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. PMYRX (114.00). JEPSX has a lower initial minimum investment than PMYRX: JEPSX (0) vs PMYRX (5000000). JEPSX annual gain was more profitable for investors over the last year : 2.65 vs. PMYRX (-2.65). JEPSX return over 5 years is better than : 67.16 vs. PMYRX (30.06).
JEPSXPMYRXJEPSX / PMYRX
Total Expense Ratio0.450.9249%
Annual Report Gross Expense Ratio0.541.1447%
Fund Existence7 years15 years-
Gain YTD-5.348-6.61581%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B105M5,647%
Annual Yield % from dividends7.7112.3063%
Returns for 1 year2.65-2.65-100%
Returns for 3 years16.341.111,466%
Returns for 5 years67.1630.06223%
Returns for 10 yearsN/A3.82-
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