JPMorgan Equity Premium Income Fund Class A (JEPAX) belongs to the Derivative Income category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JEPAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JEPAX
JEPAX charges 0.85% annually. There are 5 mutual funds in the Derivative Income category with lower expense ratios, going as low as 0.44%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 0.44% | 236.88M | Feb 2016 | JEPAX vs PUTW | |
| USCF Gold Strategy Plus Income Fund | 0.45% | — | Nov 2021 | JEPAX vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.59% | — | Aug 2018 | JEPAX vs JEPIX | |
| Shelton Equity Income Fund | 0.72% | — | Sep 1996 | JEPAX vs EQTIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | — | Dec 2015 | JEPAX vs ENHNX |
Best Risk-Adjusted Alternatives to JEPAX
JEPAX has a PortfoliosLab risk / return rank of 14. There are 20 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 79.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Enhanced Large Cap Core Fund | 79 | — | Apr 2004 | JEPAX vs CII | |
| Invesco Income Advantage U.S. Fund | 63 | — | Mar 2006 | JEPAX vs SCAUX | |
| Virtus Equity & Convertible Income Fund | 62 | — | Feb 2007 | JEPAX vs NIE | |
| The Covered Bridge Fund | 58 | — | Sep 2013 | JEPAX vs TCBIX | |
| BlackRock High Equity Income Fund | 54 | — | Apr 1998 | JEPAX vs BMCIX |
Top Performing JEPAX Alternatives (YTD)
JEPAX is at 0.86% YTD. There are 21 mutual funds in the Derivative Income category with higher YTD returns, going as high as 14.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst Nasdaq-100 Hedged Equity Fund | 14.92% | — | Dec 2013 | JEPAX vs CLPAX | |
| BlackRock ESG Capital Allocation Term Trust | 11.26% | — | Sep 2021 | JEPAX vs ECAT | |
| Virtus Equity & Convertible Income Fund | 9.78% | — | Feb 2007 | JEPAX vs NIE | |
| Goldman Sachs International Equity Dividend and Pr... | 9.38% | — | Jan 2008 | JEPAX vs GIDHX | |
| BlackRock High Equity Income Fund | 9.23% | — | Apr 1998 | JEPAX vs BMCIX |
Lowest Volatility Alternatives to JEPAX
JEPAX has 8.78% 1-year volatility. There are 2 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan Equity Premium Income Fund Class I | 8.72% | — | Aug 2018 | JEPAX vs JEPIX | |
| The Covered Bridge Fund | 8.77% | — | Sep 2013 | JEPAX vs TCBIX | |
| Crossmark Steward Covered Call Income Fund | 8.81% | — | Dec 2017 | JEPAX vs SCJIX | |
| Madison Covered Call & Equity Income Fund | 9.32% | — | Oct 2009 | JEPAX vs MENYX | |
| WisdomTree Equity Premium Income Fund | 9.33% | 236.88M | Feb 2016 | JEPAX vs PUTW |
Lowest Drawdown Alternatives to JEPAX
JEPAX has a 1-year max drawdown of -7.41%. There are 6 mutual funds in the Derivative Income category with shallower 1-year drawdowns, going as shallow as -5.26%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | -5.26% | — | Sep 2013 | JEPAX vs TCBIX | |
| Madison Covered Call & Equity Income Fund | -6.31% | — | Oct 2009 | JEPAX vs MENYX | |
| Cullen Enhanced Equity Income Fund | -6.34% | — | Dec 2015 | JEPAX vs ENHNX | |
| Invesco Income Advantage U.S. Fund | -7.05% | — | Mar 2006 | JEPAX vs SCAUX | |
| Shelton Equity Income Fund | -7.10% | — | Sep 1996 | JEPAX vs EQTIX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | 6.63% | — | Nov 2010 | JEPAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 18 | 6.49% | — | Feb 1992 | JEPAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | 6.37% | — | Feb 1994 | JEPAX vs OLGAX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 80 | 13.03% | — | Jul 1987 | JEPAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 13 | -1.68% | — | Dec 2013 | JEPAX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 78 | 0.99% | — | Jun 2014 | JEPAX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 28 | 4.58% | — | Sep 1993 | JEPAX vs JUEMX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 15 | 3.79% | — | Oct 1999 | JEPAX vs VHIAX | |
| JPMorgan Equity Income Fund | Large Cap Value Equities | 78 | 12.91% | — | Jul 1987 | JEPAX vs HLIEX | |
| JPMorgan Core Bond Fund | Intermediate Core Bond | 18 | 0.25% | — | May 1991 | JEPAX vs WOBDX |
Often Compared With JEPAX
Investors most often compare JEPAX with JEPI, PIAMX, DFUSX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare JEPAX with Any Fund or Stock
Compare JEPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JEPAX with funds that move differently
JPMorgan Equity Premium Income Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JEPAX.
Explore JEPAX Diversifiers