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JEPIX vs MENRX
JEPIX vs MENRX Comparison Chart in %
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JEPIX vs. MENRX commentary
Sep 28, 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: 6.29B vs. MENRX (209M). 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 : 4.24 vs. MENRX (2.75). JEPIX (65.69) and MENRX (63.04) have equivalent 5 years return.
| 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 | 4.061 | 5.066 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 209M | 3,011% |
| Annual Yield % from dividends | 8.29 | 7.46 | 111% |
| Returns for 1 year | 4.24 | 2.75 | 154% |
| Returns for 3 years | 42.24 | 33.77 | 125% |
| Returns for 5 years | 65.69 | 63.04 | 104% |
| Returns for 10 years | N/A | 87.89 | - |
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