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JEPCX vs MENAX
JEPCX vs MENAX Comparison Chart in %
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JEPCX vs. MENAX commentary
Dec 14, 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 JEPCX is a Buy and MENAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.16B vs. MENAX (199M). MENAX pays higher dividends than JEPCX: MENAX (8.13) vs JEPCX (7.26). JEPCX was incepted earlier than MENAX: JEPCX (7 years) vs MENAX (16 years). JEPCX (1.34) and MENAX (1.29) have similar cost to investors . JEPCX is a more actively managed with annual turnover of: 178.00 vs. MENAX (144.00). JEPCX (1000) and MENAX (1000) have matching initial minimum investment requirements. MENAX annual gain was more profitable for investors over the last year : 4.99 vs. JEPCX (3.66). JEPCX return over 5 years is better than : 52.93 vs. MENAX (45.80).
| JEPCX | MENAX | JEPCX / MENAX | |
| Total Expense Ratio | 1.34 | 1.29 | 104% |
| Annual Report Gross Expense Ratio | 1.34 | 1.29 | 104% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 6.511 | 7.739 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 199M | 3,094% |
| Annual Yield % from dividends | 7.26 | 8.13 | 89% |
| Returns for 1 year | 3.66 | 4.99 | 73% |
| Returns for 3 years | 27.31 | 22.15 | 123% |
| Returns for 5 years | 52.93 | 45.80 | 116% |
| Returns for 10 years | N/A | 79.83 | - |
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