Interact to see
Advertisement
Advertisement
JEPIX vs MENAX
JEPIX vs MENAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEPIX vs. MENAX 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 JEPIX is a Buy and MENAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.3B vs. MENAX (210M). MENAX (8.54) and JEPIX (8.28) 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 : 7.59 vs. MENAX (3.81). JEPIX return over 5 years is better than : 72.05 vs. MENAX (64.27).
| 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 | 0.528 | 1.982 | 27% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 210M | 3,001% |
| Annual Yield % from dividends | 8.28 | 8.54 | 97% |
| Returns for 1 year | 7.59 | 3.81 | 199% |
| Returns for 3 years | 35.64 | 24.94 | 143% |
| Returns for 5 years | 72.05 | 64.27 | 112% |
| Returns for 10 years | N/A | 62.79 | - |
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 % |
| RGBBX | 38.91 | -0.25 | -0.64% |
| American Funds Global Balanced R2 | |||
| ALVRX | 10.39 | -0.12 | -1.14% |
| American Century Focused Lg Cap Val R | |||
| VEOIX | 21.54 | -0.25 | -1.15% |
| Vanguard Global Environmental Opp StkInv | |||
| GINDX | 28.52 | -0.36 | -1.25% |
| Gotham Index Plus Institutional | |||
| FCVFX | 31.04 | -0.43 | -1.37% |
| Fidelity Advisor Value C | |||