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JEPAX vs MENAX
JEPAX vs MENAX Comparison Chart in %
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JEPAX vs. MENAX commentary
Jan 15, 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 JEPAX is a Hold and MENAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.15B vs. MENAX (134M). MENAX pays higher dividends than JEPAX: MENAX (8.99) vs JEPAX (7.88). JEPAX was incepted earlier than MENAX: JEPAX (7 years) vs MENAX (16 years). MENAX (1.29) is less costly to investors than JEPAX (0.84). JEPAX is a more actively managed with annual turnover of: 178.00 vs. MENAX (144.00). MENAX initial investment is less costly to investors than JEPAX (5%) vs JEPAX (5%). JEPAX (1000) and MENAX (1000) have matching initial minimum investment requirements. MENAX (9.25) and JEPAX (9.06) have marching annual gain over last year. JEPAX return over 5 years is better than : 55.48 vs. MENAX (42.58).
| JEPAX | MENAX | JEPAX / MENAX | |
| Total Expense Ratio | 0.84 | 1.29 | 65% |
| Annual Report Gross Expense Ratio | 0.84 | 1.29 | 65% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 1.754 | 2.540 | 69% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 134M | 4,589% |
| Annual Yield % from dividends | 7.88 | 8.99 | 88% |
| Returns for 1 year | 9.06 | 9.25 | 98% |
| Returns for 3 years | 30.95 | 18.51 | 167% |
| Returns for 5 years | 55.48 | 42.58 | 130% |
| Returns for 10 years | N/A | 95.29 | - |
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