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JEPIX vs MENRX
JEPIX vs MENRX Comparison Chart in %
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JEPIX vs. MENRX commentary
Sep 08, 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: 6.39B vs. MENRX (210M). JEPIX pays higher dividends than MENRX: JEPIX (8.29) vs MENRX (7.46). 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 : 6.27 vs. MENRX (4.70). JEPIX return over 5 years is better than : 63.25 vs. MENRX (59.22).
| 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 | 4.135 | 5.495 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 210M | 3,043% |
| Annual Yield % from dividends | 8.29 | 7.46 | 111% |
| Returns for 1 year | 6.27 | 4.70 | 133% |
| Returns for 3 years | 34.11 | 26.94 | 127% |
| Returns for 5 years | 63.25 | 59.22 | 107% |
| Returns for 10 years | N/A | 83.77 | - |
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