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JEPAX vs MENRX
JEPAX vs MENRX Comparison Chart in %
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JEPAX vs. MENRX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.09B vs. MENRX (133M). MENRX (8.07) and JEPAX (7.75) have matching dividends . JEPAX was incepted earlier than MENRX: JEPAX (7 years) vs MENRX (14 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 (78.00). 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 : 10.40 vs. JEPAX (7.13). JEPAX return over 5 years is better than : 54.76 vs. MENRX (47.00).
| 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 | 14 years | - |
| Gain YTD | 2.496 | 3.072 | 81% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.09B | 133M | 4,580% |
| Annual Yield % from dividends | 7.75 | 8.07 | 96% |
| Returns for 1 year | 7.13 | 10.40 | 69% |
| Returns for 3 years | 32.73 | 18.53 | 177% |
| Returns for 5 years | 54.76 | 47.00 | 117% |
| Returns for 10 years | N/A | 102.25 | - |
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