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JEPAX vs MENAX
JEPAX vs MENAX Comparison Chart in %
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JEPAX vs. MENAX commentary
Dec 14, 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 Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.16B vs. MENAX (199M). MENAX (8.13) and JEPAX (7.76) have matching dividends . 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 annual gain was more profitable for investors over the last year : 4.99 vs. JEPAX (4.15). JEPAX return over 5 years is better than : 56.77 vs. MENAX (45.80).
| 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 | 6.959 | 7.739 | 90% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 199M | 3,094% |
| Annual Yield % from dividends | 7.76 | 8.13 | 95% |
| Returns for 1 year | 4.15 | 4.99 | 83% |
| Returns for 3 years | 29.19 | 22.15 | 132% |
| Returns for 5 years | 56.77 | 45.80 | 124% |
| Returns for 10 years | N/A | 79.83 | - |
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