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JEPAX vs MENIX
JEPAX vs MENIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.14B vs. MENIX (198M). JEPAX (7.95) and MENIX (7.88) have matching dividends . JEPAX was incepted earlier than MENIX: JEPAX (7 years) vs MENIX (4 years). MENIX (0.99) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. MENIX (144.00). JEPAX has a lower initial minimum investment than MENIX: JEPAX (1000) vs MENIX (250000). JEPAX annual gain was more profitable for investors over the last year : 3.24 vs. MENIX (3.01).
| JEPAX | MENIX | JEPAX / MENIX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.85 | 0.99 | 86% |
| Fund Existence | 7 years | 4 years | - |
| Gain YTD | 6.065 | 4.964 | 122% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 198M | 3,102% |
| Annual Yield % from dividends | 7.95 | 7.88 | 101% |
| Returns for 1 year | 3.24 | 3.01 | 108% |
| Returns for 3 years | 32.31 | 19.31 | 167% |
| Returns for 5 years | 55.64 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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