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BALI vs JEPI
BALI vs JEPI Comparison Chart in %
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BALI vs. JEPI commentary
Jul 03, 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 BALI is a Buy and JEPI is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 41B vs. BALI (348M). BALI has a higher annual dividend yield than JEPI: BALI (4.251) vs JEPI (3.167). BALI was incepted earlier than JEPI: BALI (2 years) vs JEPI (5 years). BALI (0.35) and JEPI (0.35) have comparable expense ratios . JEPI has a higher turnover BALI (90.00) vs BALI (90.00).
| BALI | JEPI | BALI / JEPI | |
| Gain YTD | 4.251 | 3.167 | 134% |
| Net Assets | 348M | 41B | 1% |
| Total Expense Ratio | 0.35 | 0.35 | 100% |
| Turnover | 90.00 | 174.00 | 52% |
| Yield | 7.91 | 8.22 | 96% |
| Fund Existence | 2 years | 5 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BALI | JEPI | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 57% | 1 day ago 53% |
| Stochastic ODDS (%) | 1 day ago 53% | 1 day ago 56% |
| Momentum ODDS (%) | N/A | 1 day ago 84% |
| MACD ODDS (%) | 1 day ago 79% | 1 day ago 83% |
| TrendWeek ODDS (%) | 1 day ago 89% | 1 day ago 81% |
| TrendMonth ODDS (%) | 1 day ago 89% | 1 day ago 77% |
| Advances ODDS (%) | 1 day ago 90% | 3 days ago 78% |
| Declines ODDS (%) | 14 days ago 63% | 16 days ago 70% |
| BollingerBands ODDS (%) | 1 day ago 69% | 1 day ago 62% |
| Aroon ODDS (%) | 1 day ago 86% | 1 day ago 73% |
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Interesting Tickers
BALI and
Correlation & Price change
A.I.dvisor indicates that over the last year, BALI has been closely correlated with JHG. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if BALI jumps, then JHG could also see price increases.
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1W
1M
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1Y
5Y
| Ticker / NAME | Correlation To BALI | 1D Price Change % | ||
|---|---|---|---|---|
| BALI | 100% | +0.22% | ||
| JHG - BALI | 81% Closely correlated | +1.65% | ||
| AXP - BALI | 80% Closely correlated | +0.95% | ||
| TROW - BALI | 80% Closely correlated | +1.31% | ||
| PH - BALI | 79% Closely correlated | +1.16% | ||
| AMZN - BALI | 78% Closely correlated | -0.24% | ||
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JEPI and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEPI has been closely correlated with EMR. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPI jumps, then EMR could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To JEPI | 1D Price Change % | ||
|---|---|---|---|---|
| JEPI | 100% | +0.64% | ||
| EMR - JEPI | 75% Closely correlated | +1.68% | ||
| SYK - JEPI | 71% Closely correlated | -1.24% | ||
| CMI - JEPI | 71% Closely correlated | +1.16% | ||
| CAT - JEPI | 70% Closely correlated | +1.92% | ||
| VLTO - JEPI | 69% Closely correlated | +0.22% | ||
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