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JEPAX vs MENYX
JEPAX vs MENYX Comparison Chart in %
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JEPAX vs. MENYX 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 MENYX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.12B vs. MENYX (181M). JEPAX (7.76) and MENYX (7.73) 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 (0.84). JEPAX is a more actively managed with annual turnover of: 178.00 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 : 5.79 vs. MENYX (2.52). JEPAX return over 5 years is better than : 55.32 vs. MENYX (43.49).
| JEPAX | MENYX | JEPAX / MENYX | |
| Total Expense Ratio | 0.84 | 1.04 | 81% |
| Annual Report Gross Expense Ratio | 0.84 | 1.04 | 81% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 6.959 | 2.737 | 254% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 181M | 3,383% |
| Annual Yield % from dividends | 7.76 | 7.73 | 100% |
| Returns for 1 year | 5.79 | 2.52 | 230% |
| Returns for 3 years | 31.92 | 16.61 | 192% |
| Returns for 5 years | 55.32 | 43.49 | 127% |
| Returns for 10 years | N/A | 76.82 | - |
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