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JEPSX vs MENRX
JEPSX vs MENRX Comparison Chart
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JEPSX vs. MENRX commentary
May 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 JEPSX is a Buy and MENRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.22B vs. MENRX (196M). MENRX (8.31) and JEPSX (8.19) have matching dividends . JEPSX was incepted earlier than MENRX: JEPSX (7 years) vs MENRX (13 years). MENRX (0.91) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. MENRX (144.00). JEPSX has a lower initial minimum investment than MENRX: JEPSX (0) vs MENRX (500000). JEPSX annual gain was more profitable for investors over the last year : 5.51 vs. MENRX (-3.77). JEPSX return over 5 years is better than : 71.30 vs. MENRX (60.70).
| JEPSX | MENRX | JEPSX / MENRX | |
| Total Expense Ratio | 0.45 | 0.91 | 49% |
| Annual Report Gross Expense Ratio | 0.54 | 0.91 | 59% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | -1.391 | -5.145 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 196M | 3,176% |
| Annual Yield % from dividends | 8.19 | 8.31 | 99% |
| Returns for 1 year | 5.51 | -3.77 | -146% |
| Returns for 3 years | 24.78 | 13.49 | 184% |
| Returns for 5 years | 71.30 | 60.70 | 117% |
| Returns for 10 years | N/A | 58.24 | - |
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