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JEPRX vs MENRX
JEPRX vs MENRX Comparison Chart in %
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JEPRX vs. MENRX commentary
Aug 08, 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 MENRX is a Hold.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.34B vs. MENRX (206M). JEPRX pays higher dividends than MENRX: JEPRX (8.72) vs MENRX (7.71). JEPRX was incepted earlier than MENRX: JEPRX (7 years) vs MENRX (13 years). MENRX (0.91) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. MENRX (144.00). MENRX has a lower initial minimum investment than JEPRX: MENRX (500000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 9.48 vs. MENRX (3.99). JEPRX return over 5 years is better than : 62.17 vs. MENRX (54.25).
| JEPRX | MENRX | JEPRX / MENRX | |
| Total Expense Ratio | 0.35 | 0.91 | 38% |
| Annual Report Gross Expense Ratio | 0.35 | 0.91 | 38% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 2.117 | 2.812 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 500000 | 3,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.34B | 206M | 3,079% |
| Annual Yield % from dividends | 8.72 | 7.71 | 113% |
| Returns for 1 year | 9.48 | 3.99 | 238% |
| Returns for 3 years | 27.92 | 23.20 | 120% |
| Returns for 5 years | 62.17 | 54.25 | 115% |
| Returns for 10 years | N/A | 75.67 | - |
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