JEPSX
Price
$13.84
Change
+$0.01 (+0.07%)
Updated
May 30 closing price
Net Assets
6.27B
PMYRX
Price
$12.02
Change
-$0.03 (-0.25%)
Updated
May 30 closing price
Net Assets
113.55M
Interact to see
Advertisement

JEPSX vs PMYRX

Header iconJEPSX vs PMYRX Comparison
Open Charts JEPSX vs PMYRXBanner chart's image
JPMorgan Equity Premium Income R5
Price$13.84
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets6.27B
Victory Pioneer Equ Premium Income Y
Price$12.02
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets113.55M
JEPSX vs PMYRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JEPSX vs. PMYRX commentary
Jun 02, 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 StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.27B vs. PMYRX (114M). PMYRX pays higher dividends than JEPSX: PMYRX (11.48) vs JEPSX (8.43). 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 : 8.46 vs. PMYRX (5.18). JEPSX return over 5 years is better than : 68.02 vs. PMYRX (34.45).
JEPSXPMYRXJEPSX / PMYRX
Total Expense Ratio0.450.9050%
Annual Report Gross Expense Ratio0.541.1447%
Fund Existence7 years15 years-
Gain YTD0.0802.7923%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.27B114M5,497%
Annual Yield % from dividends8.4311.4873%
Returns for 1 year8.465.18163%
Returns for 3 years25.8214.36180%
Returns for 5 years68.0234.45197%
Returns for 10 yearsN/A15.02-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TADGX80.140.30
+0.38%
T. Rowe Price Dividend Growth Advisor
ALSRX15.170.01
+0.07%
Alger Small Cap Growth Institutional I
FFAQX16.91N/A
N/A
Franklin Global Allocation R6
KLGCX41.25-0.05
-0.12%
NYLI WMC Growth Class C
CDOFX45.06-0.14
-0.31%
Crawford Small Cap Dividend