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JEPIX vs MENRX
JEPIX vs MENRX Comparison Chart
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JEPIX vs. MENRX commentary
Apr 09, 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 Hold and MENRX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.8B vs. MENRX (181M). MENRX pays higher dividends than JEPIX: MENRX (7.96) vs JEPIX (7.56). 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 : -2.48 vs. MENRX (-10.40). JEPIX (60.44) and MENRX (59.03) have equivalent 5 years return.
| 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 | -8.434 | -11.067 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 181M | 3,207% |
| Annual Yield % from dividends | 7.56 | 7.96 | 95% |
| Returns for 1 year | -2.48 | -10.40 | 24% |
| Returns for 3 years | 8.70 | 1.75 | 496% |
| Returns for 5 years | 60.44 | 59.03 | 102% |
| Returns for 10 years | N/A | 49.27 | - |
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