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JEPIX vs MENRX
JEPIX vs MENRX Comparison Chart
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JEPIX vs. MENRX commentary
Jun 07, 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 MENRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.31B vs. MENRX (204M). JEPIX (8.28) and MENRX (7.98) have matching dividends . JEPIX was incepted earlier than MENRX: JEPIX (7 years) vs MENRX (13 years). MENRX (0.91) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. MENRX (144.00). MENRX has a lower initial minimum investment than JEPIX: MENRX (500000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 6.68 vs. MENRX (0.12). JEPIX return over 5 years is better than : 67.51 vs. MENRX (57.54).
| JEPIX | MENRX | JEPIX / MENRX | |
| Total Expense Ratio | 0.60 | 0.91 | 66% |
| Annual Report Gross Expense Ratio | 0.60 | 0.91 | 66% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 0.311 | -1.021 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.31B | 204M | 3,092% |
| Annual Yield % from dividends | 8.28 | 7.98 | 104% |
| Returns for 1 year | 6.68 | 0.12 | 5,644% |
| Returns for 3 years | 24.76 | 13.80 | 179% |
| Returns for 5 years | 67.51 | 57.54 | 117% |
| Returns for 10 years | N/A | 65.29 | - |
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