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JEPIX vs MENIX
JEPIX vs MENIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.1B vs. MENIX (198M). JEPIX (8.20) and MENIX (7.88) have matching dividends . JEPIX was incepted earlier than MENIX: JEPIX (7 years) vs MENIX (4 years). MENIX (0.99) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. MENIX (144.00). MENIX has a lower initial minimum investment than JEPIX: MENIX (250000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 3.50 vs. MENIX (3.01).
| JEPIX | MENIX | JEPIX / MENIX | |
| Total Expense Ratio | 0.60 | 0.99 | 61% |
| Annual Report Gross Expense Ratio | 0.60 | 0.99 | 61% |
| Fund Existence | 7 years | 4 years | - |
| Gain YTD | 6.216 | 4.964 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.1B | 198M | 3,081% |
| Annual Yield % from dividends | 8.20 | 7.88 | 104% |
| Returns for 1 year | 3.50 | 3.01 | 117% |
| Returns for 3 years | 33.31 | 19.31 | 173% |
| Returns for 5 years | 57.58 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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