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
Feb 05, 2026
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: 6.03B vs. MENRX (133M). MENRX (8.07) and JEPIX (7.99) have matching dividends . JEPIX was incepted earlier than MENRX: JEPIX (7 years) vs MENRX (14 years). MENRX (0.91) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 178.00 vs. MENRX (78.00). MENRX has a lower initial minimum investment than JEPIX: MENRX (500000) vs JEPIX (1000000). MENRX annual gain was more profitable for investors over the last year : 10.40 vs. JEPIX (7.31). JEPIX return over 5 years is better than : 56.67 vs. MENRX (47.00).
| JEPIX | MENRX | JEPIX / MENRX | |
| Total Expense Ratio | 0.59 | 0.91 | 65% |
| Annual Report Gross Expense Ratio | 0.59 | 0.91 | 65% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 2.446 | 3.072 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 133M | 4,537% |
| Annual Yield % from dividends | 7.99 | 8.07 | 99% |
| Returns for 1 year | 7.31 | 10.40 | 70% |
| Returns for 3 years | 33.71 | 18.53 | 182% |
| Returns for 5 years | 56.67 | 47.00 | 121% |
| Returns for 10 years | N/A | 102.25 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement