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JEPAX vs MENRX
JEPAX vs MENRX Comparison Chart in %
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JEPAX vs. MENRX commentary
Jul 27, 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 MENRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.45B vs. MENRX (209M). JEPAX (8.03) and MENRX (7.82) have matching dividends . JEPAX was incepted earlier than MENRX: JEPAX (7 years) vs MENRX (13 years). MENRX (0.91) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. MENRX (144.00). JEPAX has a lower initial minimum investment than MENRX: JEPAX (1000) vs MENRX (500000). JEPAX annual gain was more profitable for investors over the last year : 9.94 vs. MENRX (4.56). JEPAX (64.44) and MENRX (61.87) have equivalent 5 years return.
| JEPAX | MENRX | JEPAX / MENRX | |
| Total Expense Ratio | 0.85 | 0.91 | 93% |
| Annual Report Gross Expense Ratio | 0.85 | 0.91 | 93% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 3.234 | 4.315 | 75% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 209M | 3,086% |
| Annual Yield % from dividends | 8.03 | 7.82 | 103% |
| Returns for 1 year | 9.94 | 4.56 | 218% |
| Returns for 3 years | 30.63 | 29.13 | 105% |
| Returns for 5 years | 64.44 | 61.87 | 104% |
| Returns for 10 years | N/A | 77.68 | - |
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