Ad is loading...
JEPCX vs MENAX
JEPCX vs MENAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEPCX vs. MENAX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.26B vs. MENAX (200M). MENAX pays higher dividends than JEPCX: MENAX (8.88) vs JEPCX (7.25). JEPCX was incepted earlier than MENAX: JEPCX (7 years) vs MENAX (16 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 : 4.43 vs. MENAX (-2.68). JEPCX return over 5 years is better than : 64.49 vs. MENAX (60.91).
| 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 | 16 years | - |
| Gain YTD | -1.185 | -3.163 | 37% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.26B | 200M | 3,128% |
| Annual Yield % from dividends | 7.25 | 8.88 | 82% |
| Returns for 1 year | 4.43 | -2.68 | -165% |
| Returns for 3 years | 24.82 | 18.11 | 137% |
| Returns for 5 years | 64.49 | 60.91 | 106% |
| Returns for 10 years | N/A | 55.05 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...