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JEPIX vs MENRX
JEPIX vs MENRX Comparison Chart
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JEPIX vs. MENRX commentary
May 08, 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: 6.22B vs. MENRX (196M). MENRX (8.31) and JEPIX (8.04) 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 : 5.36 vs. MENRX (-3.77). JEPIX return over 5 years is better than : 70.15 vs. MENRX (60.70).
| 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 | -1.365 | -5.145 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 196M | 3,176% |
| Annual Yield % from dividends | 8.04 | 8.31 | 97% |
| Returns for 1 year | 5.36 | -3.77 | -142% |
| Returns for 3 years | 24.24 | 13.49 | 180% |
| Returns for 5 years | 70.15 | 60.70 | 116% |
| Returns for 10 years | N/A | 58.24 | - |
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