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JEPCX vs MENRX
JEPCX vs MENRX Comparison Chart
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JEPCX vs. MENRX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.39B vs. MENRX (201M). 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 : 6.09 vs. MENRX (-1.13). MENRX return over 5 years is better than : 92.28 vs. JEPCX (83.93).
| 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 | 0.249 | -1.867 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 201M | 3,178% |
| Annual Yield % from dividends | 6.79 | 7.96 | 85% |
| Returns for 1 year | 6.09 | -1.13 | -539% |
| Returns for 3 years | 17.92 | 11.74 | 153% |
| Returns for 5 years | 83.93 | 92.28 | 91% |
| Returns for 10 years | N/A | 66.76 | - |
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