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JEPIX vs MENAX
JEPIX vs MENAX Comparison Chart in %
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JEPIX vs. MENAX commentary
Dec 14, 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 JEPIX is a Buy and MENAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.16B vs. MENAX (199M). MENAX (8.13) and JEPIX (8.01) have matching dividends . JEPIX was incepted earlier than MENAX: JEPIX (7 years) vs MENAX (16 years). MENAX (1.29) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 178.00 vs. MENAX (144.00). MENAX has a lower initial minimum investment than JEPIX: MENAX (1000) vs JEPIX (1000000). MENAX annual gain was more profitable for investors over the last year : 4.99 vs. JEPIX (4.39). JEPIX return over 5 years is better than : 58.69 vs. MENAX (45.80).
| JEPIX | MENAX | JEPIX / MENAX | |
| Total Expense Ratio | 0.59 | 1.29 | 46% |
| Annual Report Gross Expense Ratio | 0.59 | 1.29 | 46% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 7.111 | 7.739 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 199M | 3,094% |
| Annual Yield % from dividends | 8.01 | 8.13 | 99% |
| Returns for 1 year | 4.39 | 4.99 | 88% |
| Returns for 3 years | 30.14 | 22.15 | 136% |
| Returns for 5 years | 58.69 | 45.80 | 128% |
| Returns for 10 years | N/A | 79.83 | - |
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