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JEPIX vs MENRX
JEPIX vs MENRX Comparison Chart in %
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JEPIX vs. MENRX commentary
Jul 07, 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 MENRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.43B vs. MENRX (208M). JEPIX pays higher dividends than MENRX: JEPIX (8.28) vs MENRX (7.82). JEPIX was incepted earlier than MENRX: JEPIX (7 years) vs MENRX (13 years). MENRX (0.91) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. MENRX (144.00). MENRX has a lower initial minimum investment than JEPIX: MENRX (500000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 9.75 vs. MENRX (5.27). JEPIX return over 5 years is better than : 71.19 vs. MENRX (67.17).
| JEPIX | MENRX | JEPIX / MENRX | |
| Total Expense Ratio | 0.60 | 0.91 | 66% |
| Annual Report Gross Expense Ratio | 0.60 | 0.91 | 66% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 3.147 | 3.242 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 208M | 3,093% |
| Annual Yield % from dividends | 8.28 | 7.82 | 106% |
| Returns for 1 year | 9.75 | 5.27 | 185% |
| Returns for 3 years | 32.56 | 27.80 | 117% |
| Returns for 5 years | 71.19 | 67.17 | 106% |
| Returns for 10 years | N/A | 73.83 | - |
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