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JEPCX vs MENRX
JEPCX vs MENRX Comparison Chart in %
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JEPCX vs. MENRX 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 JEPCX is a Hold and MENRX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.12B vs. MENRX (189M). MENRX (7.57) and JEPCX (7.26) have matching dividends . JEPCX was incepted earlier than MENRX: JEPCX (7 years) vs MENRX (13 years). JEPCX (1.34) is less costly to investors than MENRX (0.91). JEPCX is a more actively managed with annual turnover of: 178.00 vs. MENRX (144.00). JEPCX has a lower initial minimum investment than MENRX: JEPCX (1000) vs MENRX (500000). MENRX annual gain was more profitable for investors over the last year : 6.67 vs. JEPCX (5.30). JEPCX (51.52) and MENRX (50.04) have equivalent 5 years return.
| JEPCX | MENRX | JEPCX / MENRX | |
| Total Expense Ratio | 1.34 | 0.91 | 147% |
| Annual Report Gross Expense Ratio | 1.34 | 0.91 | 147% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 6.511 | 6.808 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 189M | 3,240% |
| Annual Yield % from dividends | 7.26 | 7.57 | 96% |
| Returns for 1 year | 5.30 | 6.67 | 79% |
| Returns for 3 years | 30.10 | 21.86 | 138% |
| Returns for 5 years | 51.52 | 50.04 | 103% |
| Returns for 10 years | N/A | 83.59 | - |
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