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JEPIX vs MENYX
JEPIX vs MENYX Comparison Chart
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JEPIX vs. MENYX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.98B vs. MENYX (190M). 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 : 3.27 vs. MENYX (-5.75). JEPIX return over 5 years is better than : 67.16 vs. MENYX (61.21).
| 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 | -4.672 | -7.759 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.98B | 190M | 3,148% |
| Annual Yield % from dividends | 7.56 | 8.11 | 93% |
| Returns for 1 year | 3.27 | -5.75 | -57% |
| Returns for 3 years | 16.31 | 8.08 | 202% |
| Returns for 5 years | 67.16 | 61.21 | 110% |
| Returns for 10 years | N/A | 51.43 | - |
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