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JEPIX vs MENIX
JEPIX vs MENIX Comparison Chart
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FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.26B vs. MENIX (200M). MENIX pays higher dividends than JEPIX: MENIX (8.48) vs JEPIX (8.04). JEPIX was incepted earlier than MENIX: JEPIX (7 years) vs MENIX (3 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 : 5.22 vs. MENIX (-2.37).
| 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 | 3 years | - |
| Gain YTD | -1.007 | -3.098 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.26B | 200M | 3,128% |
| Annual Yield % from dividends | 8.04 | 8.48 | 95% |
| Returns for 1 year | 5.22 | -2.37 | -220% |
| Returns for 3 years | 27.58 | 19.26 | 143% |
| Returns for 5 years | 70.76 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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