Ad is loading...
JEPIX vs MUARX
JEPIX vs MUARX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEPIX vs. MUARX commentary
Jan 22, 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 MUARX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.48B vs. MUARX (120M). JEPIX pays higher dividends than MUARX: JEPIX (7.29) vs MUARX (1.59). JEPIX was incepted earlier than MUARX: JEPIX (6 years) vs MUARX (11 years). JEPIX is a more actively managed with annual turnover of: 189.00 vs. MUARX (37.00). MUARX has a lower initial minimum investment than JEPIX: MUARX (0) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 13.01 vs. MUARX (11.33). JEPIX return over 5 years is better than : 52.03 vs. MUARX (10.52).
| JEPIX | MUARX | JEPIX / MUARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 1.253 | 1.775 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.48B | 120M | 5,399% |
| Annual Yield % from dividends | 7.29 | 1.59 | 459% |
| Returns for 1 year | 13.01 | 11.33 | 115% |
| Returns for 3 years | 27.03 | -0.07 | -38,958% |
| Returns for 5 years | 52.03 | 10.52 | 494% |
| Returns for 10 years | N/A | 13.39 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...