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JEPIX vs MENYX
JEPIX vs MENYX Comparison Chart
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JEPIX vs. MENYX commentary
Apr 05, 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 MENYX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.41B vs. MENYX (201M). MENYX pays higher dividends than JEPIX: MENYX (8.11) vs JEPIX (7.56). JEPIX was incepted earlier than MENYX: JEPIX (7 years) vs MENYX (15 years). MENYX (1.04) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. MENYX (144.00). MENYX has a lower initial minimum investment than JEPIX: MENYX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 7.43 vs. MENYX (-0.96). JEPIX (91.75) and MENYX (91.61) have equivalent 5 years return.
| JEPIX | MENYX | JEPIX / MENYX | |
| Total Expense Ratio | 0.60 | 1.04 | 58% |
| Annual Report Gross Expense Ratio | 0.60 | 1.04 | 58% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 0.794 | -1.588 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 201M | 3,190% |
| Annual Yield % from dividends | 7.56 | 8.11 | 93% |
| Returns for 1 year | 7.43 | -0.96 | -771% |
| Returns for 3 years | 21.29 | 11.24 | 189% |
| Returns for 5 years | 91.75 | 91.61 | 100% |
| Returns for 10 years | N/A | 63.73 | - |