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JEPCX vs MENRX
JEPCX vs MENRX Comparison Chart in %
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JEPCX vs. MENRX commentary
Feb 04, 2026
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: 6.03B vs. MENRX (133M). MENRX pays higher dividends than JEPCX: MENRX (8.07) vs JEPCX (7.26). JEPCX was incepted earlier than MENRX: JEPCX (7 years) vs MENRX (14 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 (78.00). 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 : 10.40 vs. JEPCX (6.63). JEPCX return over 5 years is better than : 50.98 vs. MENRX (47.00).
| 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 | 14 years | - |
| Gain YTD | 2.452 | 3.072 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 133M | 4,537% |
| Annual Yield % from dividends | 7.26 | 8.07 | 90% |
| Returns for 1 year | 6.63 | 10.40 | 64% |
| Returns for 3 years | 30.80 | 18.53 | 166% |
| Returns for 5 years | 50.98 | 47.00 | 108% |
| Returns for 10 years | N/A | 102.25 | - |
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