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JEPSX
Price
$14.93
Change
+$0.06 (+0.40%)
Updated
Nov 22 closing price
PMYRX
Price
$13.00
Change
+$0.05 (+0.39%)
Updated
Nov 22 closing price
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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$14.93
Change+$0.06 (+0.40%)
VolumeN/A
CapitalizationN/A
Pioneer Equity Premium Income Y
Price$13.00
Change+$0.05 (+0.39%)
VolumeN/A
CapitalizationN/A
JEPSX vs PMYRX Comparison Chart
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JEPSX vs. PMYRX commentary
Nov 23, 2024

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 StrongBuy and PMYRX is a StrongBuy.

FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.52B vs. PMYRX (126M). JEPSX pays higher dividends than PMYRX: JEPSX (7.43) vs PMYRX (2.03). JEPSX was incepted earlier than PMYRX: JEPSX (6 years) vs PMYRX (15 years). JEPSX is a more actively managed with annual turnover of: 189.00 vs. PMYRX (37.00). JEPSX has a lower initial minimum investment than PMYRX: JEPSX (0) vs PMYRX (5000000). JEPSX (17.44) and PMYRX (16.97) have marching annual gain over last year. JEPSX return over 5 years is better than : 59.75 vs. PMYRX (23.10).
JEPSXPMYRXJEPSX / PMYRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence6 years15 years-
Gain YTD14.20011.940119%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.52B126M5,175%
Annual Yield % from dividends7.432.03366%
Returns for 1 year17.4416.97103%
Returns for 3 years26.272.051,282%
Returns for 5 years59.7523.10259%
Returns for 10 yearsN/A22.82-
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