JPMorgan Equity Premium Income Fund Class I (JEPIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JEPIX
JEPIX charges 0.63% annually. Among mutual funds in the Derivative Income category, these options have the lowest expense ratios among JEPIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 0.44% | Feb 24, 2016 | JEPIX vs PUTW | |
| USCF Gold Strategy Plus Income Fund | 0.45% | Nov 2, 2021 | JEPIX vs USG | |
| Shelton Equity Income Fund | 0.72% | Sep 3, 1996 | JEPIX vs EQTIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | Dec 14, 2015 | JEPIX vs ENHNX | |
| JPMorgan Equity Premium Income Fund Class A | 0.85% | Aug 31, 2018 | JEPIX vs JEPAX |
Best Risk-Adjusted Alternatives to JEPIX
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 | JEPIX vs CII | |
| USCF Gold Strategy Plus Income Fund | 83 | Nov 2, 2021 | JEPIX vs USG | |
| Goldman Sachs International Equity Dividend and Pr... | 78 | Jan 30, 2008 | JEPIX vs GIDHX | |
| WisdomTree Equity Premium Income Fund | 72 | Feb 24, 2016 | JEPIX vs PUTW | |
| Virtus Equity & Convertible Income Fund | 57 | Feb 27, 2007 | JEPIX vs NIE |
Top Performing JEPIX Alternatives (YTD)
JEPIX 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 | JEPIX vs USG | |
| Madison Covered Call & Equity Income Fund | 4.35% | Oct 29, 2009 | JEPIX vs MENYX | |
| Cullen Enhanced Equity Income Fund | 3.20% | Dec 14, 2015 | JEPIX vs ENHNX | |
| Goldman Sachs International Equity Dividend and Pr... | 1.85% | Jan 30, 2008 | JEPIX vs GIDHX | |
| The Covered Bridge Fund | 0.83% | Sep 30, 2013 | JEPIX vs TCBIX |
Lowest Volatility Alternatives to JEPIX
JEPIX 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 | JEPIX vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class A | 13.68% | Aug 31, 2018 | JEPIX vs JEPAX | |
| Cullen Enhanced Equity Income Fund | 13.94% | Dec 14, 2015 | JEPIX vs ENHNX | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 14.28% | Sep 10, 2017 | JEPIX vs KNGLX | |
| WisdomTree Equity Premium Income Fund | 14.33% | Feb 24, 2016 | JEPIX vs PUTW |
Lowest Drawdown Alternatives to JEPIX
JEPIX 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 | JEPIX vs PUTW | |
| The Covered Bridge Fund | -10.24% | Sep 30, 2013 | JEPIX vs TCBIX | |
| Goldman Sachs International Equity Dividend and Pr... | -10.38% | Jan 30, 2008 | JEPIX vs GIDHX | |
| JPMorgan Equity Premium Income Fund Class A | -10.43% | Aug 31, 2018 | JEPIX vs JEPAX | |
| Shelton Equity Income Fund | -10.43% | Sep 3, 1996 | JEPIX vs EQTIX |
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 | JEPIX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | JEPIX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | JEPIX vs OLGAX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | JEPIX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | JEPIX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | JEPIX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | JEPIX vs JMSIX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | JEPIX vs VHIAX | |
| JPMorgan U.S. Equity Fund | Large Cap Blend Equities | 22 | -10.35% | Sep 17, 1993 | JEPIX vs JMUEX | |
| JPMorgan Core Bond Fund | Intermediate Core Bond | 57 | -0.08% | May 31, 1991 | JEPIX vs WOBDX |
Often Compared With JEPIX
What investors most often compare with JEPIX, based on PortfoliosLab usage data.
Compare JEPIX with Any Fund or Stock
Compare JEPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.