Interact to see
Advertisement
Advertisement
JEPIX vs MENRX
JEPIX vs MENRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEPIX vs. MENRX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.17B vs. MENRX (199M). JEPIX pays higher dividends than MENRX: JEPIX (8.23) vs MENRX (7.64). 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 : 3.08 vs. MENRX (1.45). JEPIX return over 5 years is better than : 59.98 vs. MENRX (55.38).
| 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 | 4.710 | 4.848 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.17B | 199M | 3,099% |
| Annual Yield % from dividends | 8.23 | 7.64 | 108% |
| Returns for 1 year | 3.08 | 1.45 | 213% |
| Returns for 3 years | 39.37 | 27.96 | 141% |
| Returns for 5 years | 59.98 | 55.38 | 108% |
| Returns for 10 years | N/A | 80.42 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers