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JEPCX vs MENRX
JEPCX vs MENRX Comparison Chart in %
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JEPCX vs. MENRX 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 MENRX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.39B vs. MENRX (210M). JEPCX (7.53) and MENRX (7.46) have matching dividends . JEPCX was incepted earlier than MENRX: JEPCX (7 years) vs MENRX (13 years). JEPCX (1.35) is less costly to investors than MENRX (0.91). JEPCX is a more actively managed with annual turnover of: 176.00 vs. MENRX (144.00). JEPCX has a lower initial minimum investment than MENRX: JEPCX (1000) vs MENRX (500000). JEPCX annual gain was more profitable for investors over the last year : 5.47 vs. MENRX (4.70). MENRX (59.22) and JEPCX (57.13) have equivalent 5 years return.
| JEPCX | MENRX | JEPCX / MENRX | |
| Total Expense Ratio | 1.35 | 0.91 | 148% |
| Annual Report Gross Expense Ratio | 1.35 | 0.91 | 148% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 3.610 | 5.495 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 210M | 3,043% |
| Annual Yield % from dividends | 7.53 | 7.46 | 101% |
| Returns for 1 year | 5.47 | 4.70 | 116% |
| Returns for 3 years | 31.02 | 26.94 | 115% |
| Returns for 5 years | 57.13 | 59.22 | 96% |
| Returns for 10 years | N/A | 83.77 | - |
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