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JEPAX vs MENRX
JEPAX vs MENRX Comparison Chart
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JEPAX vs. MENRX commentary
Apr 25, 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 MENRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 5.98B vs. MENRX (190M). MENRX pays higher dividends than JEPAX: MENRX (7.96) vs JEPAX (7.30). JEPAX was incepted earlier than MENRX: JEPAX (7 years) vs MENRX (13 years). MENRX (0.91) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. MENRX (144.00). JEPAX has a lower initial minimum investment than MENRX: JEPAX (1000) vs MENRX (500000). JEPAX annual gain was more profitable for investors over the last year : 3.01 vs. MENRX (-5.59). JEPAX (65.12) and MENRX (62.37) have equivalent 5 years return.
| JEPAX | MENRX | JEPAX / MENRX | |
| Total Expense Ratio | 0.85 | 0.91 | 93% |
| Annual Report Gross Expense Ratio | 0.85 | 0.91 | 93% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | -4.665 | -7.683 | 61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.98B | 190M | 3,148% |
| Annual Yield % from dividends | 7.30 | 7.96 | 92% |
| Returns for 1 year | 3.01 | -5.59 | -54% |
| Returns for 3 years | 15.44 | 8.47 | 182% |
| Returns for 5 years | 65.12 | 62.37 | 104% |
| Returns for 10 years | N/A | 53.85 | - |
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