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JEPIX vs MENIX
JEPIX vs MENIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.17B vs. MENIX (199M). JEPIX pays higher dividends than MENIX: JEPIX (8.23) vs MENIX (7.80). JEPIX was incepted earlier than MENIX: JEPIX (7 years) vs MENIX (4 years). MENIX (0.99) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. MENIX (144.00). MENIX has a lower initial minimum investment than JEPIX: MENIX (250000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 2.94 vs. MENIX (1.36).
| JEPIX | MENIX | JEPIX / MENIX | |
| Total Expense Ratio | 0.60 | 0.99 | 61% |
| Annual Report Gross Expense Ratio | 0.60 | 0.99 | 61% |
| Fund Existence | 7 years | 4 years | - |
| Gain YTD | 4.710 | 4.852 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.17B | 199M | 3,099% |
| Annual Yield % from dividends | 8.23 | 7.80 | 105% |
| Returns for 1 year | 2.94 | 1.36 | 216% |
| Returns for 3 years | 39.69 | 25.54 | 155% |
| Returns for 5 years | 61.73 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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