JEPSX
Price
$14.13
Change
+$0.04 (+0.28%)
Updated
Sep 17 closing price
Net Assets
6.33B
SCAUX
Price
$11.96
Change
+$0.01 (+0.08%)
Updated
Sep 17 closing price
Net Assets
202.38M
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JEPSX vs SCAUX

Header iconJEPSX vs SCAUX Comparison
Open Charts JEPSX vs SCAUXBanner chart's image
JPMorgan Equity Premium Income R5
Price$14.13
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets6.33B
Invesco Income Advantage U.S. Fund A
Price$11.96
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets202.38M
JEPSX vs SCAUX Comparison Chart in %
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JEPSX vs. SCAUX commentary
Sep 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 SCAUX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.33B vs. SCAUX (202M). JEPSX pays higher dividends than SCAUX: JEPSX (8.44) vs SCAUX (5.98). JEPSX was incepted earlier than SCAUX: JEPSX (7 years) vs SCAUX (19 years). SCAUX (1.15) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. SCAUX (54.00). JEPSX has a lower initial minimum investment than SCAUX: JEPSX (0) vs SCAUX (1000). SCAUX annual gain was more profitable for investors over the last year : 15.34 vs. JEPSX (4.53). JEPSX return over 5 years is better than : 65.46 vs. SCAUX (58.84).
JEPSXSCAUXJEPSX / SCAUX
Total Expense Ratio0.451.1340%
Annual Report Gross Expense Ratio0.541.1547%
Fund Existence7 years19 years-
Gain YTD3.93812.10733%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.33B202M3,132%
Annual Yield % from dividends8.445.98141%
Returns for 1 year4.5315.3430%
Returns for 3 years35.4156.1563%
Returns for 5 years65.4658.84111%
Returns for 10 yearsN/A75.60-
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