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JEPCX vs MENIX
JEPCX vs MENIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.14B vs. MENIX (198M). MENIX pays higher dividends than JEPCX: MENIX (7.88) vs JEPCX (7.44). JEPCX was incepted earlier than MENIX: JEPCX (7 years) vs MENIX (4 years). JEPCX (1.35) is less costly to investors than MENIX (0.99). JEPCX is a more actively managed with annual turnover of: 176.00 vs. MENIX (144.00). JEPCX has a lower initial minimum investment than MENIX: JEPCX (1000) vs MENIX (250000). MENIX annual gain was more profitable for investors over the last year : 3.01 vs. JEPCX (2.72).
| JEPCX | MENIX | JEPCX / MENIX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.35 | 0.99 | 136% |
| Fund Existence | 7 years | 4 years | - |
| Gain YTD | 5.621 | 4.964 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 198M | 3,102% |
| Annual Yield % from dividends | 7.44 | 7.88 | 94% |
| Returns for 1 year | 2.72 | 3.01 | 91% |
| Returns for 3 years | 30.33 | 19.31 | 157% |
| Returns for 5 years | 51.77 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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