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JEPAX vs MENIX
JEPAX vs MENIX Comparison Chart
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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.28B vs. MENIX (203M). MENIX pays higher dividends than JEPAX: MENIX (8.48) vs JEPAX (7.78). JEPAX was incepted earlier than MENIX: JEPAX (7 years) vs MENIX (3 years). MENIX (0.99) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. MENIX (144.00). JEPAX has a lower initial minimum investment than MENIX: JEPAX (1000) vs MENIX (250000). JEPAX annual gain was more profitable for investors over the last year : 4.95 vs. MENIX (-2.43).
| JEPAX | MENIX | JEPAX / MENIX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.85 | 0.99 | 86% |
| Fund Existence | 7 years | 3 years | - |
| Gain YTD | -0.949 | -2.666 | 36% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28B | 203M | 3,092% |
| Annual Yield % from dividends | 7.78 | 8.48 | 92% |
| Returns for 1 year | 4.95 | -2.43 | -204% |
| Returns for 3 years | 26.99 | 16.44 | 164% |
| Returns for 5 years | 68.40 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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