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JEPCX vs MENRX
JEPCX vs MENRX Comparison Chart
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JEPCX 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 JEPCX is a Buy and MENRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 5.98B vs. MENRX (190M). MENRX pays higher dividends than JEPCX: MENRX (7.96) vs JEPCX (6.79). JEPCX was incepted earlier than MENRX: JEPCX (7 years) vs MENRX (13 years). JEPCX (1.35) is less costly to investors than MENRX (0.91). JEPCX is a more actively managed with annual turnover of: 176.00 vs. MENRX (144.00). JEPCX has a lower initial minimum investment than MENRX: JEPCX (1000) vs MENRX (500000). JEPCX annual gain was more profitable for investors over the last year : 2.49 vs. MENRX (-5.59). MENRX (62.37) and JEPCX (61.03) have equivalent 5 years return.
| JEPCX | MENRX | JEPCX / MENRX | |
| Total Expense Ratio | 1.35 | 0.91 | 148% |
| Annual Report Gross Expense Ratio | 1.35 | 0.91 | 148% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | -4.784 | -7.683 | 62% |
| Front Load | N/A | 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 | 6.79 | 7.96 | 85% |
| Returns for 1 year | 2.49 | -5.59 | -45% |
| Returns for 3 years | 13.70 | 8.47 | 162% |
| Returns for 5 years | 61.03 | 62.37 | 98% |
| Returns for 10 years | N/A | 53.85 | - |
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