JEPIX Alternatives & Similar Mutual Funds

JPMorgan Equity Premium Income Fund Class I (JEPIX) 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 JEPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to JEPIX

JEPIX charges 0.59% annually. There is 1 mutual fund in the Derivative Income category with a lower expense ratio, going as low as 0.45%.

Symbol	Name	Expense Ratio	AUM	Inception
USG	USCF Gold Strategy Plus Income Fund	0.45%	8.86M	Nov 2021	JEPIX vs USG
EQTIX	Shelton Equity Income Fund	0.72%	—	Sep 1996	JEPIX vs EQTIX
ENHNX	Cullen Enhanced Equity Income Fund	0.75%	—	Dec 2015	JEPIX vs ENHNX
JEPAX	JPMorgan Equity Premium Income Fund Class A	0.85%	—	Aug 2018	JEPIX vs JEPAX
BMCIX	BlackRock High Equity Income Fund	0.85%	—	Apr 1998	JEPIX vs BMCIX

Best Risk-Adjusted Alternatives to JEPIX

JEPIX has a PortfoliosLab risk / return rank of 28. There are 16 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 86.

Symbol	Name	Risk / Return Rank	AUM	Inception
TCBIX	The Covered Bridge Fund	86	—	Sep 2013	JEPIX vs TCBIX
BMCIX	BlackRock High Equity Income Fund	81	—	Apr 1998	JEPIX vs BMCIX
GIDHX	Goldman Sachs International Equity Dividend and Pr...	78	—	Jan 2008	JEPIX vs GIDHX
BMEAX	BlackRock High Equity Income Fund Class A	78	—	May 1998	JEPIX vs BMEAX
NIE	Virtus Equity & Convertible Income Fund	66	—	Feb 2007	JEPIX vs NIE

Top Performing JEPIX Alternatives (YTD)

JEPIX is at 3.73% YTD. There are 18 mutual funds in the Derivative Income category with higher YTD returns, going as high as 13.67%.

Symbol	Name	YTD Return	AUM	Inception
BMCIX	BlackRock High Equity Income Fund	13.67%	—	Apr 1998	JEPIX vs BMCIX
BMEAX	BlackRock High Equity Income Fund Class A	12.83%	—	May 1998	JEPIX vs BMEAX
GIDHX	Goldman Sachs International Equity Dividend and Pr...	12.28%	—	Jan 2008	JEPIX vs GIDHX
ENHNX	Cullen Enhanced Equity Income Fund	11.84%	—	Dec 2015	JEPIX vs ENHNX
ECAT	BlackRock ESG Capital Allocation Term Trust	11.70%	—	Sep 2021	JEPIX vs ECAT

Lowest Volatility Alternatives to JEPIX

JEPIX has 8.83% 1-year volatility. There is 1 mutual fund in the Derivative Income category with lower 1-year volatility, going as low as 8.77%.

Symbol	Name	Volatility 1Y	AUM	Inception
TCBIX	The Covered Bridge Fund	8.77%	—	Sep 2013	JEPIX vs TCBIX
JEPAX	JPMorgan Equity Premium Income Fund Class A	8.90%	—	Aug 2018	JEPIX vs JEPAX
SCJIX	Crossmark Steward Covered Call Income Fund	9.29%	—	Dec 2017	JEPIX vs SCJIX
MENYX	Madison Covered Call & Equity Income Fund	9.51%	—	Oct 2009	JEPIX vs MENYX
SCAUX	Invesco Income Advantage U.S. Fund	10.15%	—	Mar 2006	JEPIX vs SCAUX

Lowest Drawdown Alternatives to JEPIX

JEPIX has a 1-year max drawdown of -7.41%. There are 4 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
TCBIX	The Covered Bridge Fund	-5.26%	—	Sep 2013	JEPIX vs TCBIX
ENHNX	Cullen Enhanced Equity Income Fund	-6.34%	—	Dec 2015	JEPIX vs ENHNX
SCAUX	Invesco Income Advantage U.S. Fund	-7.05%	—	Mar 2006	JEPIX vs SCAUX
EQTIX	Shelton Equity Income Fund	-7.10%	—	Sep 1996	JEPIX vs EQTIX
JEPAX	JPMorgan Equity Premium Income Fund Class A	-7.41%	—	Aug 2018	JEPIX vs JEPAX

Other Mutual Funds from JPMorgan

The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	6	-1.09%	—	Nov 2010	JEPIX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	6	-1.23%	—	Feb 1992	JEPIX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	6	-1.37%	—	Feb 1994	JEPIX vs OLGAX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	91	16.82%	—	Jul 1987	JEPIX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Equity Hedged	16	-0.72%	—	Dec 2013	JEPIX vs JHEQX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	81	1.12%	—	Jun 2014	JEPIX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	17	3.84%	—	Sep 1993	JEPIX vs JUEMX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	7	-1.08%	—	Oct 1999	JEPIX vs VHIAX
HLIEX	JPMorgan Equity Income Fund	Dividend, Large Cap Value Equities	90	16.66%	—	Jul 1987	JEPIX vs HLIEX
WOBDX	JPMorgan Core Bond Fund	Intermediate Core Bond	16	-0.61%	—	May 1991	JEPIX vs WOBDX

Often Compared With JEPIX

Investors most often compare JEPIX with JEPI, VHYAX, CTO. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JEPI	JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	56	5.04%	45.80B	May 2020	JEPIX vs JEPI
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	Large Cap Value Equities, Dividend	89	14.15%	96.20B	Feb 2019	JEPIX vs VHYAX
CTO	CTO Realty Growth, Inc.		94	24.56%	—	—	JEPIX vs CTO
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.36%	104.16B	Oct 2011	JEPIX vs SCHD
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	81	8.35%	—	Dec 1973	JEPIX vs AMECX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	59	10.10%	1.70T	Nov 2000	JEPIX vs VFIAX
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	JEPIX vs SPY
PONPX	PIMCO Income Fund Class I-2	Multisector Bonds	32	-0.10%	—	Apr 2008	JEPIX vs PONPX
BCHYX	American Century California High Yield Municipal F...	Municipal Bonds	78	0.76%	1.62B	Dec 1986	JEPIX vs BCHYX
AMFAX	AlphaSimplex Managed Futures Strategy Fund Class A	Systematic Trend	66	10.24%	—	Jul 2010	JEPIX vs AMFAX
GSPKX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Large Cap Blend Equities	78	11.03%	—	Aug 2005	JEPIX vs GSPKX
CDL	VictoryShares US Large Cap High Dividend Volatilit...	Dividend, Low Volatility	89	17.70%	400.62M	Jul 2015	JEPIX vs CDL
HLEIX	JPMorgan Equity Index Fund Class I	Large Cap Blend Equities	54	9.75%	—	Jul 1991	JEPIX vs HLEIX
QYLD	Global X NASDAQ 100 Covered Call ETF	Nasdaq-100, Derivative Income	87	8.73%	8.09B	Dec 2013	JEPIX vs QYLD
ATESX	Anchor Risk Managed Equity Strategies Fund	Long-Short	8	2.80%	—	Sep 2016	JEPIX vs ATESX
EPGFX	EuroPac Gold Fund	Gold, Precious Metals	25	-9.57%	—	Jul 2013	JEPIX vs EPGFX
JPHY	JPMorgan High Yield Research Enhanced ETF	High Yield Bonds	87	2.48%	2.23B	Sep 2016	JEPIX vs JPHY
SPYV	SPDR Portfolio S&P 500 Value ETF	S&P 500, Large Cap Value Equities	89	10.77%	36.23B	Sep 2000	JEPIX vs SPYV
SSHY.L	PIMCO US Short-Term High Yield Corporate Bond Inde...	High Yield Bonds	30	1.87%	1.55B	Mar 2012	JEPIX vs SSHY.L
JEPI.L	JPMorgan US Equity Premium Income Active UCITS ETF...	Derivative Income	46	3.64%	—	Oct 2024	JEPIX vs JEPI.L

Compare JEPIX with Any Fund or Stock

Compare JEPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair JEPIX with funds that move differently

JPMorgan Equity Premium Income Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JEPIX.

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JPMorgan Equity Premium Income Fund Class I (JEPIX) Alternatives