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JEPCX vs MENYX
JEPCX vs MENYX Comparison Chart
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JEPCX vs. MENYX 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 MENYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 5.98B vs. MENYX (190M). 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 : 2.49 vs. MENYX (-5.75). MENYX (61.21) and JEPCX (61.03) have equivalent 5 years return.
| 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 | -4.784 | -7.759 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.98B | 190M | 3,148% |
| Annual Yield % from dividends | 6.79 | 8.11 | 84% |
| Returns for 1 year | 2.49 | -5.75 | -43% |
| Returns for 3 years | 13.70 | 8.08 | 170% |
| Returns for 5 years | 61.03 | 61.21 | 100% |
| Returns for 10 years | N/A | 51.43 | - |
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