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JEPCX vs MENYX
JEPCX vs MENYX Comparison Chart in %
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JEPCX vs. MENYX commentary
Sep 03, 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: 6.39B vs. MENYX (211M). MENYX (7.61) and JEPCX (7.53) have matching dividends . JEPCX was incepted earlier than MENYX: JEPCX (7 years) vs MENYX (16 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 : 5.73 vs. MENYX (4.06). MENYX (57.04) and JEPCX (56.96) 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 | 16 years | - |
| Gain YTD | 3.756 | 6.067 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 211M | 3,028% |
| Annual Yield % from dividends | 7.53 | 7.61 | 99% |
| Returns for 1 year | 5.73 | 4.06 | 141% |
| Returns for 3 years | 30.70 | 26.92 | 114% |
| Returns for 5 years | 56.96 | 57.04 | 100% |
| Returns for 10 years | N/A | 86.06 | - |
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