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JEPCX vs MENRX
JEPCX vs MENRX Comparison Chart in %
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JEPCX vs. MENRX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.43B vs. MENRX (208M). MENRX (7.82) and JEPCX (7.52) 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 : 9.00 vs. MENRX (5.27). MENRX (67.17) and JEPCX (65.03) 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 | 2.831 | 3.242 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 208M | 3,093% |
| Annual Yield % from dividends | 7.52 | 7.82 | 96% |
| Returns for 1 year | 9.00 | 5.27 | 171% |
| Returns for 3 years | 29.60 | 27.80 | 106% |
| Returns for 5 years | 65.03 | 67.17 | 97% |
| Returns for 10 years | N/A | 73.83 | - |
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