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JEPIX vs MENYX
JEPIX vs MENYX Comparison Chart
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JEPIX vs. MENYX commentary
Jun 16, 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 MENYX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.3B vs. MENYX (210M). JEPIX (8.28) and MENYX (8.15) have matching dividends . JEPIX was incepted earlier than MENYX: JEPIX (7 years) vs MENYX (16 years). MENYX (1.04) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. MENYX (144.00). MENYX has a lower initial minimum investment than JEPIX: MENYX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 7.59 vs. MENYX (4.11). JEPIX return over 5 years is better than : 72.05 vs. MENYX (66.67).
| JEPIX | MENYX | JEPIX / MENYX | |
| Total Expense Ratio | 0.60 | 1.04 | 58% |
| Annual Report Gross Expense Ratio | 0.60 | 1.04 | 58% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 0.528 | 2.093 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 210M | 3,001% |
| Annual Yield % from dividends | 8.28 | 8.15 | 102% |
| Returns for 1 year | 7.59 | 4.11 | 185% |
| Returns for 3 years | 35.64 | 26.01 | 137% |
| Returns for 5 years | 72.05 | 66.67 | 108% |
| Returns for 10 years | N/A | 67.61 | - |
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