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JEPRX vs MENYX
JEPRX vs MENYX Comparison Chart in %
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JEPRX vs. MENYX commentary
Jul 16, 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 MENYX is a Hold.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.41B vs. MENYX (207M). JEPRX pays higher dividends than MENYX: JEPRX (8.54) vs MENYX (7.99). JEPRX was incepted earlier than MENYX: JEPRX (7 years) vs MENYX (16 years). MENYX (1.04) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. MENYX (144.00). MENYX has a lower initial minimum investment than JEPRX: MENYX (1000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 8.48 vs. MENYX (2.99). JEPRX return over 5 years is better than : 69.78 vs. MENYX (60.36).
| JEPRX | MENYX | JEPRX / MENYX | |
| Total Expense Ratio | 0.35 | 1.04 | 34% |
| Annual Report Gross Expense Ratio | 0.35 | 1.04 | 34% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 2.910 | 2.879 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 207M | 3,097% |
| Annual Yield % from dividends | 8.54 | 7.99 | 107% |
| Returns for 1 year | 8.48 | 2.99 | 284% |
| Returns for 3 years | 33.29 | 28.93 | 115% |
| Returns for 5 years | 69.78 | 60.36 | 116% |
| Returns for 10 years | N/A | 70.63 | - |
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