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JEPCX vs MENRX
JEPCX vs MENRX Comparison Chart
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JEPCX vs. MENRX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.31B vs. MENRX (204M). MENRX pays higher dividends than JEPCX: MENRX (7.98) vs JEPCX (7.50). 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 : 5.80 vs. MENRX (0.12). JEPCX return over 5 years is better than : 61.23 vs. MENRX (57.54).
| 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 | -0.006 | -1.021 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.31B | 204M | 3,092% |
| Annual Yield % from dividends | 7.50 | 7.98 | 94% |
| Returns for 1 year | 5.80 | 0.12 | 4,902% |
| Returns for 3 years | 21.97 | 13.80 | 159% |
| Returns for 5 years | 61.23 | 57.54 | 106% |
| Returns for 10 years | N/A | 65.29 | - |
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