Interact to see
Advertisement
Advertisement
JEPRX vs MENAX
JEPRX vs MENAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEPRX vs. MENAX commentary
Jul 27, 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 JEPRX is a Buy and MENAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.45B vs. MENAX (209M). JEPRX (8.54) and MENAX (8.39) have matching dividends . JEPRX was incepted earlier than MENAX: JEPRX (7 years) vs MENAX (16 years). MENAX (1.29) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. MENAX (144.00). MENAX has a lower initial minimum investment than JEPRX: MENAX (1000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 10.42 vs. MENAX (4.15). JEPRX return over 5 years is better than : 68.59 vs. MENAX (58.42).
| JEPRX | MENAX | JEPRX / MENAX | |
| Total Expense Ratio | 0.35 | 1.29 | 27% |
| Annual Report Gross Expense Ratio | 0.35 | 1.29 | 27% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 3.494 | 4.092 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 209M | 3,086% |
| Annual Yield % from dividends | 8.54 | 8.39 | 102% |
| Returns for 1 year | 10.42 | 4.15 | 251% |
| Returns for 3 years | 32.52 | 27.66 | 118% |
| Returns for 5 years | 68.59 | 58.42 | 117% |
| Returns for 10 years | N/A | 70.05 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NBREX | 26.93 | 0.16 | +0.60% |
| Neuberger Berman M/C Intrinsic Val Tr | |||
| QIACX | 52.18 | 0.30 | +0.58% |
| Federated Hermes MDT All Cap Core IS | |||
| TSFIX | 14.99 | 0.06 | +0.40% |
| Touchstone Small Cap Institutional | |||
| TRNZX | 22.35 | -0.04 | -0.18% |
| T. Rowe Price International Stock Z | |||
| TGRGX | 7.53 | -0.04 | -0.53% |
| Transamerica International Focus I | |||