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JEPCX vs MENYX
JEPCX vs MENYX Comparison Chart
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JEPCX vs. MENYX commentary
Jun 16, 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: 6.3B vs. MENYX (210M). MENYX pays higher dividends than JEPCX: MENYX (8.15) vs JEPCX (7.50). 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 : 6.78 vs. MENYX (4.11). MENYX (66.67) and JEPCX (65.73) 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 | 0.283 | 2.093 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 210M | 3,001% |
| Annual Yield % from dividends | 7.50 | 8.15 | 92% |
| Returns for 1 year | 6.78 | 4.11 | 165% |
| Returns for 3 years | 32.71 | 26.01 | 126% |
| Returns for 5 years | 65.73 | 66.67 | 99% |
| Returns for 10 years | N/A | 67.61 | - |
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