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JEPCX vs MENAX
JEPCX vs MENAX Comparison Chart in %
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JEPCX vs. MENAX commentary
Sep 08, 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: 6.39B vs. MENAX (210M). MENAX pays higher dividends than JEPCX: MENAX (7.99) vs JEPCX (7.53). JEPCX was incepted earlier than MENAX: JEPCX (7 years) vs MENAX (16 years). JEPCX (1.35) and MENAX (1.29) have similar cost to investors . JEPCX is a more actively managed with annual turnover of: 176.00 vs. MENAX (144.00). JEPCX (1000) and MENAX (1000) have matching initial minimum investment requirements. JEPCX annual gain was more profitable for investors over the last year : 5.47 vs. MENAX (4.30). JEPCX (57.13) and MENAX (55.79) have equivalent 5 years return.
| JEPCX | MENAX | JEPCX / MENAX | |
| Total Expense Ratio | 1.35 | 1.29 | 105% |
| Annual Report Gross Expense Ratio | 1.35 | 1.29 | 105% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 3.610 | 5.254 | 69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 210M | 3,043% |
| Annual Yield % from dividends | 7.53 | 7.99 | 94% |
| Returns for 1 year | 5.47 | 4.30 | 127% |
| Returns for 3 years | 31.02 | 25.54 | 121% |
| Returns for 5 years | 57.13 | 55.79 | 102% |
| Returns for 10 years | N/A | 75.73 | - |
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