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JEPCX vs MENYX
JEPCX vs MENYX Comparison Chart in %
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JEPCX vs. MENYX 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 MENYX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.43B vs. MENYX (208M). 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 : 9.00 vs. MENYX (5.25). MENYX (66.09) and JEPCX (65.03) 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 | 2.831 | 3.209 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 208M | 3,093% |
| Annual Yield % from dividends | 7.52 | 7.99 | 94% |
| Returns for 1 year | 9.00 | 5.25 | 172% |
| Returns for 3 years | 29.60 | 27.38 | 108% |
| Returns for 5 years | 65.03 | 66.09 | 98% |
| Returns for 10 years | N/A | 71.36 | - |
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