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JEPAX vs MENYX
JEPAX vs MENYX Comparison Chart
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JEPAX vs. MENYX commentary
Jun 16, 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 MENYX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.3B vs. MENYX (210M). MENYX (8.15) and JEPAX (8.02) have matching dividends . JEPAX was incepted earlier than MENYX: JEPAX (7 years) vs MENYX (16 years). MENYX (1.04) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. MENYX (144.00). JEPAX (1000) and MENYX (1000) have matching initial minimum investment requirements. JEPAX annual gain was more profitable for investors over the last year : 7.32 vs. MENYX (4.11). JEPAX (69.94) and MENYX (66.67) have equivalent 5 years return.
| JEPAX | MENYX | JEPAX / MENYX | |
| Total Expense Ratio | 0.85 | 1.04 | 82% |
| Annual Report Gross Expense Ratio | 0.85 | 1.04 | 82% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 0.492 | 2.093 | 24% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 210M | 3,001% |
| Annual Yield % from dividends | 8.02 | 8.15 | 98% |
| Returns for 1 year | 7.32 | 4.11 | 178% |
| Returns for 3 years | 34.73 | 26.01 | 134% |
| Returns for 5 years | 69.94 | 66.67 | 105% |
| Returns for 10 years | N/A | 67.61 | - |
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