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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: 6.12B vs. MENIX (189M). JEPAX (7.76) and MENIX (7.73) 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 (0.84). JEPAX is a more actively managed with annual turnover of: 178.00 vs. MENIX (144.00). JEPAX has a lower initial minimum investment than MENIX: JEPAX (1000) vs MENIX (250000). MENIX annual gain was more profitable for investors over the last year : 6.48 vs. JEPAX (5.79).
| JEPAX | MENIX | JEPAX / MENIX | |
| Total Expense Ratio | 0.84 | 0.99 | 85% |
| Annual Report Gross Expense Ratio | 0.84 | 0.99 | 85% |
| Fund Existence | 7 years | 4 years | - |
| Gain YTD | 6.959 | 6.635 | 105% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 189M | 3,240% |
| Annual Yield % from dividends | 7.76 | 7.73 | 100% |
| Returns for 1 year | 5.79 | 6.48 | 89% |
| Returns for 3 years | 32.02 | 21.44 | 149% |
| Returns for 5 years | 55.32 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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