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JEPCX vs MENYX
JEPCX vs MENYX Comparison Chart
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JEPCX vs. MENYX commentary
Apr 05, 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 MENYX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.41B vs. MENYX (201M). MENYX pays higher dividends than JEPCX: MENYX (8.11) vs JEPCX (6.79). JEPCX was incepted earlier than MENYX: JEPCX (7 years) vs MENYX (15 years). JEPCX (1.35) is less costly to investors than MENYX (1.04). JEPCX is a more actively managed with annual turnover of: 176.00 vs. MENYX (144.00). JEPCX (1000) and MENYX (1000) have matching initial minimum investment requirements. JEPCX annual gain was more profitable for investors over the last year : 6.54 vs. MENYX (-0.96). MENYX return over 5 years is better than : 91.61 vs. JEPCX (84.58).
| JEPCX | MENYX | JEPCX / MENYX | |
| Total Expense Ratio | 1.35 | 1.04 | 130% |
| Annual Report Gross Expense Ratio | 1.35 | 1.04 | 130% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 0.604 | -1.588 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 201M | 3,190% |
| Annual Yield % from dividends | 6.79 | 8.11 | 84% |
| Returns for 1 year | 6.54 | -0.96 | -679% |
| Returns for 3 years | 18.57 | 11.24 | 165% |
| Returns for 5 years | 84.58 | 91.61 | 92% |
| Returns for 10 years | N/A | 63.73 | - |