JEPRX
Price
$14.08
Change
-$0.01 (-0.07%)
Updated
Jul 13 closing price
Net Assets
5.06B
MENRX
Price
$9.53
Change
+$0.06 (+0.63%)
Updated
Jul 13 closing price
Net Assets
134.52M
Interact to see
Advertisement

JEPRX vs MENRX

JEPRX vs MENRX Comparison Chart in %
View a ticker or compare two or three
VS
JEPRX vs. MENRX commentary
Jul 14, 2026

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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 5.07B vs. MENRX (135M). MENRX (8.56) and JEPRX (8.29) have matching dividends . JEPRX was incepted earlier than MENRX: JEPRX (8 years) vs MENRX (14 years). MENRX (0.90) is less costly to investors than JEPRX (0.34). JEPRX is a more actively managed with annual turnover of: 176.00 vs. MENRX (78.00). 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 : 8.48 vs. MENRX (6.95). JEPRX return over 5 years is better than : 43.37 vs. MENRX (30.96).
JEPRXMENRXJEPRX / MENRX
Total Expense Ratio0.340.9038%
Annual Report Gross Expense Ratio0.340.9038%
Fund Existence8 years14 years-
Gain YTD3.2013.30197%
Front LoadN/AN/A-
Min. Initial Investment150000005000003,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.07B135M3,752%
Annual Yield % from dividends8.298.5697%
Returns for 1 year8.486.95122%
Returns for 3 years30.3815.79192%
Returns for 5 years43.3730.96140%
Returns for 10 yearsN/A82.66-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TMCTX56.32N/A
N/A
Touchstone Mid Cap Z
FLDFX14.66N/A
N/A
Meeder Balanced Retail
MGFZX8.76N/A
N/A
MassMutual Global I
CLGPX19.13N/A
N/A
Columbia Large Cap Growth Opp R
AMFFX64.17-0.19
-0.30%
American Funds American Mutual F-1