Interact to see
Advertisement
Advertisement
JEPCX vs MENYX
JEPCX vs MENYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEPCX vs. MENYX commentary
Jul 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 Buy and MENYX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.45B vs. MENYX (209M). MENYX pays higher dividends than JEPCX: MENYX (7.99) vs JEPCX (7.52). JEPCX was incepted earlier than MENYX: JEPCX (7 years) vs MENYX (16 years). JEPCX (1.35) is less costly to investors than MENYX (1.04). JEPCX is a more actively managed with annual turnover of: 176.00 vs. MENYX (144.00). JEPCX (1000) and MENYX (1000) have matching initial minimum investment requirements. JEPCX annual gain was more profitable for investors over the last year : 9.39 vs. MENYX (4.42). MENYX (60.60) and JEPCX (60.36) have equivalent 5 years return.
| JEPCX | MENYX | JEPCX / MENYX | |
| Total Expense Ratio | 1.35 | 1.04 | 130% |
| Annual Report Gross Expense Ratio | 1.35 | 1.04 | 130% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 2.976 | 4.198 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 209M | 3,086% |
| Annual Yield % from dividends | 7.52 | 7.99 | 94% |
| Returns for 1 year | 9.39 | 4.42 | 213% |
| Returns for 3 years | 28.67 | 28.60 | 100% |
| Returns for 5 years | 60.36 | 60.60 | 100% |
| Returns for 10 years | N/A | 75.02 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JDMRX | 130.45 | 0.82 | +0.63% |
| Janus Henderson Enterprise R | |||
| BRSTX | 14.54 | 0.09 | +0.62% |
| MFS Blended Research Small Cap Eq R3 | |||
| TWMTX | 135.03 | 0.70 | +0.52% |
| Transamerica US Growth T | |||
| BCAMX | 74.68 | 0.35 | +0.47% |
| Boston Common ESG Impact US Equity | |||
| PTMCX | 18.64 | 0.07 | +0.38% |
| PGIM Quant Solutions Large-Cap Cor Eq C | |||