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JEPAX vs MENAX
JEPAX vs MENAX Comparison Chart
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JEPAX vs. MENAX commentary
Jun 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 JEPAX is a Buy and MENAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.3B vs. MENAX (210M). MENAX pays higher dividends than JEPAX: MENAX (8.54) vs JEPAX (8.02). JEPAX was incepted earlier than MENAX: JEPAX (7 years) vs MENAX (16 years). MENAX (1.29) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 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. JEPAX annual gain was more profitable for investors over the last year : 7.32 vs. MENAX (3.81). JEPAX return over 5 years is better than : 69.94 vs. MENAX (64.27).
| JEPAX | MENAX | JEPAX / MENAX | |
| Total Expense Ratio | 0.85 | 1.29 | 66% |
| Annual Report Gross Expense Ratio | 0.85 | 1.29 | 66% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 0.492 | 1.982 | 25% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 210M | 3,001% |
| Annual Yield % from dividends | 8.02 | 8.54 | 94% |
| Returns for 1 year | 7.32 | 3.81 | 192% |
| Returns for 3 years | 34.73 | 24.94 | 139% |
| Returns for 5 years | 69.94 | 64.27 | 109% |
| Returns for 10 years | N/A | 62.79 | - |
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