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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: 6.15B vs. MENIX (197M). MENIX pays higher dividends than JEPCX: MENIX (7.73) vs JEPCX (7.26). 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 : 2.55 vs. JEPCX (1.57).
| 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 | 5.695 | 6.190 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 197M | 3,122% |
| Annual Yield % from dividends | 7.26 | 7.73 | 94% |
| Returns for 1 year | 1.57 | 2.55 | 62% |
| Returns for 3 years | 25.61 | 19.85 | 129% |
| Returns for 5 years | 51.55 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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