JPMorgan Equity Premium Income Fund Class A (JEPAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JEPAX
JEPAX charges 0.85% annually. Among mutual funds in the Derivative Income category, these options have the lowest expense ratios among JEPAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 0.44% | Feb 24, 2016 | JEPAX vs PUTW | |
| USCF Gold Strategy Plus Income Fund | 0.45% | Nov 2, 2021 | JEPAX vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.63% | Aug 31, 2018 | JEPAX vs JEPIX | |
| Shelton Equity Income Fund | 0.72% | Sep 3, 1996 | JEPAX vs EQTIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | Dec 14, 2015 | JEPAX vs ENHNX |
Best Risk-Adjusted Alternatives to JEPAX
Among mutual funds in the Derivative Income category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| BlackRock Enhanced Large Cap Core Fund | 89 | Apr 27, 2004 | JEPAX vs CII | |
| USCF Gold Strategy Plus Income Fund | 83 | Nov 2, 2021 | JEPAX vs USG | |
| Goldman Sachs International Equity Dividend and Pr... | 78 | Jan 30, 2008 | JEPAX vs GIDHX | |
| WisdomTree Equity Premium Income Fund | 72 | Feb 24, 2016 | JEPAX vs PUTW | |
| Virtus Equity & Convertible Income Fund | 57 | Feb 27, 2007 | JEPAX vs NIE |
Top Performing JEPAX Alternatives (YTD)
JEPAX alternatives from the Derivative Income category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 6.85% | Nov 2, 2021 | JEPAX vs USG | |
| Madison Covered Call & Equity Income Fund | 4.35% | Oct 29, 2009 | JEPAX vs MENYX | |
| Cullen Enhanced Equity Income Fund | 3.20% | Dec 14, 2015 | JEPAX vs ENHNX | |
| Goldman Sachs International Equity Dividend and Pr... | 1.85% | Jan 30, 2008 | JEPAX vs GIDHX | |
| The Covered Bridge Fund | 0.83% | Sep 30, 2013 | JEPAX vs TCBIX |
Lowest Volatility Alternatives to JEPAX
JEPAX alternatives from the Derivative Income category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| The Covered Bridge Fund | 13.05% | Sep 30, 2013 | JEPAX vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class I | 13.70% | Aug 31, 2018 | JEPAX vs JEPIX | |
| Cullen Enhanced Equity Income Fund | 13.94% | Dec 14, 2015 | JEPAX vs ENHNX | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 14.28% | Sep 10, 2017 | JEPAX vs KNGLX | |
| WisdomTree Equity Premium Income Fund | 14.33% | Feb 24, 2016 | JEPAX vs PUTW |
Lowest Drawdown Alternatives to JEPAX
JEPAX alternatives from the Derivative Income category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | -9.90% | Feb 24, 2016 | JEPAX vs PUTW | |
| The Covered Bridge Fund | -10.24% | Sep 30, 2013 | JEPAX vs TCBIX | |
| Goldman Sachs International Equity Dividend and Pr... | -10.38% | Jan 30, 2008 | JEPAX vs GIDHX | |
| Shelton Equity Income Fund | -10.43% | Sep 3, 1996 | JEPAX vs EQTIX | |
| JPMorgan Equity Premium Income Fund Class I | -10.49% | Aug 31, 2018 | JEPAX vs JEPIX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | JEPAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | JEPAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | JEPAX vs OLGAX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | JEPAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | JEPAX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | JEPAX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | JEPAX vs JMSIX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | JEPAX vs VHIAX | |
| JPMorgan U.S. Equity Fund | Large Cap Blend Equities | 22 | -10.35% | Sep 17, 1993 | JEPAX vs JMUEX | |
| JPMorgan Core Bond Fund | Intermediate Core Bond | 57 | -0.08% | May 31, 1991 | JEPAX vs WOBDX |
Often Compared With JEPAX
What investors most often compare with JEPAX, 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.