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 are 2 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 | JEPIX vs PUTW | |
| USCF Gold Strategy Plus Income Fund | 0.45% | — | Nov 2021 | JEPIX vs USG | |
| Shelton Equity Income Fund | 0.72% | — | Sep 1996 | JEPIX vs EQTIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | — | Dec 2015 | JEPIX vs ENHNX | |
| JPMorgan Equity Premium Income Fund Class A | 0.85% | — | Aug 2018 | JEPIX vs JEPAX |
Best Risk-Adjusted Alternatives to JEPIX
JEPIX has a PortfoliosLab risk / return rank of 20. There are 17 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Enhanced Large Cap Core Fund | 90 | — | Apr 2004 | JEPIX vs CII | |
| Virtus Equity & Convertible Income Fund | 75 | — | Feb 2007 | JEPIX vs NIE | |
| BlackRock High Equity Income Fund | 67 | — | Apr 1998 | JEPIX vs BMCIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 67 | — | Jan 2007 | JEPIX vs QQQX | |
| Invesco Income Advantage U.S. Fund | 67 | — | Mar 2006 | JEPIX vs SCAUX |
Top Performing JEPIX Alternatives (YTD)
JEPIX is at 3.00% YTD. There are 19 mutual funds in the Derivative Income category with higher YTD returns, going as high as 15.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | 15.17% | — | Sep 2021 | JEPIX vs ECAT | |
| BlackRock Enhanced Large Cap Core Fund | 14.82% | — | Apr 2004 | JEPIX vs CII | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 11.69% | — | Jan 2007 | JEPIX vs QQQX | |
| Virtus Equity & Convertible Income Fund | 11.66% | — | Feb 2007 | JEPIX vs NIE | |
| BlackRock High Equity Income Fund | 11.56% | — | Apr 1998 | JEPIX vs BMCIX |
Lowest Volatility Alternatives to JEPIX
JEPIX has 8.71% 1-year volatility. No mutual funds in the Derivative Income category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 8.73%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | 8.73% | — | Sep 2013 | JEPIX vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.77% | — | Aug 2018 | JEPIX vs JEPAX | |
| Crossmark Steward Covered Call Income Fund | 8.88% | — | Dec 2017 | JEPIX vs SCJIX | |
| Madison Covered Call & Equity Income Fund | 9.51% | — | Oct 2009 | JEPIX vs MENYX | |
| Invesco Income Advantage U.S. Fund | 9.84% | — | 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 | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | -5.26% | — | Sep 2013 | JEPIX vs TCBIX | |
| Cullen Enhanced Equity Income Fund | -6.34% | — | Dec 2015 | JEPIX vs ENHNX | |
| Invesco Income Advantage U.S. Fund | -7.05% | — | Mar 2006 | JEPIX vs SCAUX | |
| Shelton Equity Income Fund | -7.10% | — | Sep 1996 | JEPIX vs EQTIX | |
| 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 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 10 | 2.72% | — | Nov 2010 | JEPIX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 10 | 2.58% | — | Feb 1992 | JEPIX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 10 | 2.45% | — | Feb 1994 | JEPIX vs OLGAX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 84 | 15.51% | — | Jul 1987 | JEPIX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.17% | — | Dec 2013 | JEPIX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 85 | 1.24% | — | Jun 2014 | JEPIX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 5.18% | — | Sep 1993 | JEPIX vs JUEMX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 11 | 2.01% | — | Oct 1999 | JEPIX vs VHIAX | |
| JPMorgan Core Bond Fund | Intermediate Core Bond | 21 | -0.18% | — | May 1991 | JEPIX vs WOBDX | |
| JPMorgan Equity Income Fund | Large Cap Value Equities | 84 | 15.37% | — | Jul 1987 | JEPIX vs HLIEX |
Often Compared With JEPIX
Investors most often compare JEPIX with JEPI, VHYAX, VFIAX. These 20 comparison targets span 14 categories, 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.
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.
Explore JEPIX Diversifiers