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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: 6.03B vs. MENIX (133M). MENIX (8.27) and JEPIX (7.99) 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 (0.59). JEPIX is a more actively managed with annual turnover of: 178.00 vs. MENIX (78.00). MENIX has a lower initial minimum investment than JEPIX: MENIX (250000) vs JEPIX (1000000). MENIX annual gain was more profitable for investors over the last year : 10.29 vs. JEPIX (7.31).
| JEPIX | MENIX | JEPIX / MENIX | |
| Total Expense Ratio | 0.59 | 0.99 | 60% |
| Annual Report Gross Expense Ratio | 0.59 | 0.99 | 60% |
| Fund Existence | 7 years | 4 years | - |
| Gain YTD | 2.446 | 3.040 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 133M | 4,537% |
| Annual Yield % from dividends | 7.99 | 8.27 | 97% |
| Returns for 1 year | 7.31 | 10.29 | 71% |
| Returns for 3 years | 33.71 | 18.31 | 184% |
| Returns for 5 years | 56.67 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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