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JEPRX vs MENRX
JEPRX vs MENRX Comparison Chart
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JEPRX vs. MENRX commentary
Apr 04, 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: 6.41B vs. MENRX (201M). MENRX (7.96) and JEPRX (7.81) have matching dividends . 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 : 7.62 vs. MENRX (-0.81). JEPRX (94.05) and MENRX (92.90) have equivalent 5 years return.
| 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 | 0.856 | -1.550 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 500000 | 3,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 201M | 3,190% |
| Annual Yield % from dividends | 7.81 | 7.96 | 98% |
| Returns for 1 year | 7.62 | -0.81 | -941% |
| Returns for 3 years | 22.13 | 11.56 | 191% |
| Returns for 5 years | 94.05 | 92.90 | 101% |
| Returns for 10 years | N/A | 66.27 | - |
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