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JEPCX vs MENAX
JEPCX vs MENAX Comparison Chart
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JEPCX 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 JEPCX is a Buy and MENAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 5.92B vs. MENAX (186M). MENAX pays higher dividends than JEPCX: MENAX (8.51) vs JEPCX (6.79). JEPCX was incepted earlier than MENAX: JEPCX (7 years) vs MENAX (15 years). JEPCX (1.35) and MENAX (1.29) have similar cost to investors . JEPCX is a more actively managed with annual turnover of: 176.00 vs. MENAX (144.00). JEPCX (1000) and MENAX (1000) have matching initial minimum investment requirements. JEPCX annual gain was more profitable for investors over the last year : 0.41 vs. MENAX (-9.34). JEPCX (58.99) and MENAX (56.91) have equivalent 5 years return.
| JEPCX | MENAX | JEPCX / MENAX | |
| Total Expense Ratio | 1.35 | 1.29 | 105% |
| Annual Report Gross Expense Ratio | 1.35 | 1.29 | 105% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | -5.919 | -10.365 | 57% |
| Front Load | N/A | 6% | - |
| 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 | 6.79 | 8.51 | 80% |
| Returns for 1 year | 0.41 | -9.34 | -4% |
| Returns for 3 years | 10.67 | 2.21 | 483% |
| Returns for 5 years | 58.99 | 56.91 | 104% |
| Returns for 10 years | N/A | 44.11 | - |
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