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JEPAX vs MENYX
JEPAX vs MENYX Comparison Chart
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JEPAX vs. MENYX commentary
Apr 05, 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 MENYX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.41B vs. MENYX (201M). MENYX pays higher dividends than JEPAX: MENYX (8.11) vs JEPAX (7.30). JEPAX was incepted earlier than MENYX: JEPAX (7 years) vs MENYX (15 years). MENYX (1.04) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. MENYX (144.00). JEPAX (1000) and MENYX (1000) have matching initial minimum investment requirements. JEPAX annual gain was more profitable for investors over the last year : 7.08 vs. MENYX (-0.96). MENYX (91.61) and JEPAX (89.27) have equivalent 5 years return.
| JEPAX | MENYX | JEPAX / MENYX | |
| Total Expense Ratio | 0.85 | 1.04 | 82% |
| Annual Report Gross Expense Ratio | 0.85 | 1.04 | 82% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 0.730 | -1.588 | -46% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 201M | 3,190% |
| Annual Yield % from dividends | 7.30 | 8.11 | 90% |
| Returns for 1 year | 7.08 | -0.96 | -735% |
| Returns for 3 years | 20.38 | 11.24 | 181% |
| Returns for 5 years | 89.27 | 91.61 | 97% |
| Returns for 10 years | N/A | 63.73 | - |