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JEPAX vs MENAX
JEPAX vs MENAX Comparison Chart
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JEPAX vs. MENAX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 5.92B vs. MENAX (186M). MENAX pays higher dividends than JEPAX: MENAX (8.51) vs JEPAX (7.30). JEPAX was incepted earlier than MENAX: JEPAX (7 years) vs MENAX (15 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 : 0.92 vs. MENAX (-9.34). JEPAX return over 5 years is better than : 63.02 vs. MENAX (56.91).
| 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 | 15 years | - |
| Gain YTD | -5.801 | -10.365 | 56% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 186M | 3,185% |
| Annual Yield % from dividends | 7.30 | 8.51 | 86% |
| Returns for 1 year | 0.92 | -9.34 | -10% |
| Returns for 3 years | 12.35 | 2.21 | 559% |
| Returns for 5 years | 63.02 | 56.91 | 111% |
| Returns for 10 years | N/A | 44.11 | - |
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