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JEPIX vs MENAX
JEPIX vs MENAX Comparison Chart
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JEPIX vs. MENAX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.92B vs. MENAX (186M). MENAX pays higher dividends than JEPIX: MENAX (8.51) vs JEPIX (7.56). JEPIX was incepted earlier than MENAX: JEPIX (7 years) vs MENAX (15 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 : 1.10 vs. MENAX (-9.34). JEPIX return over 5 years is better than : 65.05 vs. MENAX (56.91).
| 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 | 15 years | - |
| Gain YTD | -5.807 | -10.365 | 56% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 186M | 3,185% |
| Annual Yield % from dividends | 7.56 | 8.51 | 89% |
| Returns for 1 year | 1.10 | -9.34 | -12% |
| Returns for 3 years | 13.13 | 2.21 | 594% |
| Returns for 5 years | 65.05 | 56.91 | 114% |
| Returns for 10 years | N/A | 44.11 | - |
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