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JEPIX vs MENYX
JEPIX vs MENYX Comparison Chart in %
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JEPIX vs. MENYX commentary
Dec 27, 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 Hold and MENYX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.12B vs. MENYX (181M). JEPIX (8.01) and MENYX (7.73) 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 (0.59). JEPIX is a more actively managed with annual turnover of: 178.00 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 : 6.11 vs. MENYX (2.52). JEPIX return over 5 years is better than : 57.34 vs. MENYX (43.49).
| JEPIX | MENYX | JEPIX / MENYX | |
| Total Expense Ratio | 0.59 | 1.04 | 57% |
| Annual Report Gross Expense Ratio | 0.59 | 1.04 | 57% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 7.186 | 2.737 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 181M | 3,383% |
| Annual Yield % from dividends | 8.01 | 7.73 | 104% |
| Returns for 1 year | 6.11 | 2.52 | 243% |
| Returns for 3 years | 32.99 | 16.61 | 199% |
| Returns for 5 years | 57.34 | 43.49 | 132% |
| Returns for 10 years | N/A | 76.82 | - |
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