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JEPAX vs MENAX
JEPAX vs MENAX Comparison Chart
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JEPAX vs. MENAX commentary
May 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JEPAX is a Buy and MENAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.26B vs. MENAX (200M). MENAX pays higher dividends than JEPAX: MENAX (8.88) vs JEPAX (7.78). JEPAX was incepted earlier than MENAX: JEPAX (7 years) vs MENAX (16 years). MENAX (1.29) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. MENAX (144.00). MENAX initial investment is less costly to investors than JEPAX (5%) vs JEPAX (5%). JEPAX (1000) and MENAX (1000) have matching initial minimum investment requirements. JEPAX annual gain was more profitable for investors over the last year : 4.95 vs. MENAX (-2.68). JEPAX return over 5 years is better than : 68.67 vs. MENAX (60.91).
| JEPAX | MENAX | JEPAX / MENAX | |
| Total Expense Ratio | 0.85 | 1.29 | 66% |
| Annual Report Gross Expense Ratio | 0.85 | 1.29 | 66% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | -1.021 | -3.163 | 32% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.26B | 200M | 3,128% |
| Annual Yield % from dividends | 7.78 | 8.88 | 88% |
| Returns for 1 year | 4.95 | -2.68 | -185% |
| Returns for 3 years | 26.72 | 18.11 | 148% |
| Returns for 5 years | 68.67 | 60.91 | 113% |
| Returns for 10 years | N/A | 55.05 | - |
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