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JEPAX vs MENRX
JEPAX vs MENRX Comparison Chart in %
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JEPAX vs. MENRX commentary
Jul 07, 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: 6.43B vs. MENRX (208M). 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 : 9.55 vs. MENRX (5.27). JEPAX (69.10) and MENRX (67.17) 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 | 3.089 | 3.242 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 208M | 3,093% |
| Annual Yield % from dividends | 8.03 | 7.82 | 103% |
| Returns for 1 year | 9.55 | 5.27 | 181% |
| Returns for 3 years | 31.57 | 27.80 | 114% |
| Returns for 5 years | 69.10 | 67.17 | 103% |
| Returns for 10 years | N/A | 73.83 | - |
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