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JEPIX vs MENRX
JEPIX vs MENRX Comparison Chart in %
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JEPIX vs. MENRX commentary
Sep 18, 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 Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.33B vs. MENRX (209M). JEPIX pays higher dividends than MENRX: JEPIX (8.29) vs MENRX (7.46). 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 : 4.38 vs. MENRX (2.65). JEPIX return over 5 years is better than : 64.23 vs. MENRX (58.03).
| 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 | 3.840 | 4.959 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 209M | 3,027% |
| Annual Yield % from dividends | 8.29 | 7.46 | 111% |
| Returns for 1 year | 4.38 | 2.65 | 165% |
| Returns for 3 years | 34.71 | 26.56 | 131% |
| Returns for 5 years | 64.23 | 58.03 | 111% |
| Returns for 10 years | N/A | 83.23 | - |
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