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JEPIX vs MENAX
JEPIX vs MENAX Comparison Chart in %
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JEPIX vs. MENAX commentary
Jan 15, 2026
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 Hold and MENAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.15B vs. MENAX (134M). MENAX pays higher dividends than JEPIX: MENAX (8.99) vs JEPIX (8.12). 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). JEPIX (9.31) and MENAX (9.25) have marching annual gain over last year. JEPIX return over 5 years is better than : 57.40 vs. MENAX (42.58).
| 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 | 1.683 | 2.540 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 134M | 4,589% |
| Annual Yield % from dividends | 8.12 | 8.99 | 90% |
| Returns for 1 year | 9.31 | 9.25 | 101% |
| Returns for 3 years | 31.92 | 18.51 | 172% |
| Returns for 5 years | 57.40 | 42.58 | 135% |
| Returns for 10 years | N/A | 95.29 | - |
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