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JEPIX vs MENAX
JEPIX vs MENAX Comparison Chart
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JEPIX vs. MENAX commentary
May 11, 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 JEPIX is a Buy and MENAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.26B vs. MENAX (200M). MENAX pays higher dividends than JEPIX: MENAX (8.88) vs JEPIX (8.04). JEPIX was incepted earlier than MENAX: JEPIX (7 years) vs MENAX (16 years). MENAX (1.29) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. MENAX (144.00). MENAX has a lower initial minimum investment than JEPIX: MENAX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 5.22 vs. MENAX (-2.68). JEPIX return over 5 years is better than : 70.76 vs. MENAX (60.91).
| JEPIX | MENAX | JEPIX / MENAX | |
| Total Expense Ratio | 0.60 | 1.29 | 47% |
| Annual Report Gross Expense Ratio | 0.60 | 1.29 | 47% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | -1.007 | -3.163 | 32% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.26B | 200M | 3,128% |
| Annual Yield % from dividends | 8.04 | 8.88 | 91% |
| Returns for 1 year | 5.22 | -2.68 | -195% |
| Returns for 3 years | 27.58 | 18.11 | 152% |
| Returns for 5 years | 70.76 | 60.91 | 116% |
| Returns for 10 years | N/A | 55.05 | - |
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