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JEPAX vs MENRX
JEPAX vs MENRX Comparison Chart in %
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JEPAX vs. MENRX commentary
Dec 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 Hold and MENRX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.12B vs. MENRX (189M). JEPAX (7.76) and MENRX (7.57) 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 (0.84). JEPAX is a more actively managed with annual turnover of: 178.00 vs. MENRX (144.00). JEPAX has a lower initial minimum investment than MENRX: JEPAX (1000) vs MENRX (500000). MENRX annual gain was more profitable for investors over the last year : 6.67 vs. JEPAX (5.79). JEPAX return over 5 years is better than : 55.32 vs. MENRX (50.04).
| JEPAX | MENRX | JEPAX / MENRX | |
| Total Expense Ratio | 0.84 | 0.91 | 92% |
| Annual Report Gross Expense Ratio | 0.84 | 0.91 | 92% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 6.959 | 6.808 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 189M | 3,240% |
| Annual Yield % from dividends | 7.76 | 7.57 | 103% |
| Returns for 1 year | 5.79 | 6.67 | 87% |
| Returns for 3 years | 32.02 | 21.86 | 146% |
| Returns for 5 years | 55.32 | 50.04 | 111% |
| Returns for 10 years | N/A | 83.59 | - |
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