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JEPCX vs MENYX
JEPCX vs MENYX Comparison Chart in %
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JEPCX vs. MENYX commentary
Nov 20, 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 Hold and MENYX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.02B vs. MENYX (196M). MENYX pays higher dividends than JEPCX: MENYX (7.88) vs JEPCX (7.44). 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 : 2.07 vs. MENYX (1.67). JEPCX return over 5 years is better than : 49.74 vs. MENYX (45.81).
| 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 | 3.618 | 3.406 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.02B | 196M | 3,072% |
| Annual Yield % from dividends | 7.44 | 7.88 | 94% |
| Returns for 1 year | 2.07 | 1.67 | 124% |
| Returns for 3 years | 26.66 | 18.34 | 145% |
| Returns for 5 years | 49.74 | 45.81 | 109% |
| Returns for 10 years | N/A | 74.72 | - |
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