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JEPIX vs MENAX
JEPIX vs MENAX Comparison Chart in %
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JEPIX vs. MENAX commentary
Aug 19, 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: 6.39B vs. MENAX (209M). JEPIX (8.46) and MENAX (8.27) 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 (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. MENAX (144.00). MENAX has a lower initial minimum investment than JEPIX: MENAX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 6.83 vs. MENAX (2.84). JEPIX return over 5 years is better than : 61.63 vs. MENAX (51.93).
| JEPIX | MENAX | JEPIX / MENAX | |
| Total Expense Ratio | 0.60 | 1.29 | 47% |
| Annual Report Gross Expense Ratio | 0.60 | 1.29 | 47% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 3.142 | 4.440 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 209M | 3,058% |
| Annual Yield % from dividends | 8.46 | 8.27 | 102% |
| Returns for 1 year | 6.83 | 2.84 | 240% |
| Returns for 3 years | 26.81 | 21.38 | 125% |
| Returns for 5 years | 61.63 | 51.93 | 119% |
| Returns for 10 years | N/A | 69.52 | - |
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