Interact to see
Advertisement
Advertisement
JEPRX vs MENAX
JEPRX vs MENAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEPRX vs. MENAX 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 JEPRX is a Buy and MENAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.3B vs. MENAX (210M). JEPRX (8.54) and MENAX (8.54) have matching dividends . JEPRX was incepted earlier than MENAX: JEPRX (7 years) vs MENAX (16 years). MENAX (1.29) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. MENAX (144.00). MENAX has a lower initial minimum investment than JEPRX: MENAX (1000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 7.86 vs. MENAX (3.81). JEPRX return over 5 years is better than : 74.37 vs. MENAX (64.27).
| JEPRX | MENAX | JEPRX / MENAX | |
| Total Expense Ratio | 0.35 | 1.29 | 27% |
| Annual Report Gross Expense Ratio | 0.35 | 1.29 | 27% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 0.703 | 1.982 | 35% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 210M | 3,001% |
| Annual Yield % from dividends | 8.54 | 8.54 | 100% |
| Returns for 1 year | 7.86 | 3.81 | 206% |
| Returns for 3 years | 36.67 | 24.94 | 147% |
| Returns for 5 years | 74.37 | 64.27 | 116% |
| Returns for 10 years | N/A | 62.79 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HMSFX | 12.22 | 0.05 | +0.41% |
| Hennessy Midstream Investor | |||
| FFBGX | 39.14 | -0.25 | -0.63% |
| American Funds Global Balanced 529-F-3 | |||
| ALVIX | 10.38 | -0.13 | -1.24% |
| American Century Focused Lg Cap Val Inv | |||
| BASAX | 20.55 | -0.34 | -1.63% |
| Brown Advisory Small-Cap Growth Adv | |||
| PECAX | 15.79 | -0.28 | -1.74% |
| JPMorgan SMID Cap Equity A | |||