Interact to see
Advertisement
Advertisement
BALI vs JEPI
BALI vs JEPI Comparison Chart
Loading...
Show more...
Show more...
View a ticker or compare two or three
VS
VS
BALI vs. JEPI commentary
Jun 07, 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 StrongBuy.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 39.8B vs. BALI (332M). BALI has a higher annual dividend yield than JEPI: BALI (1.218) vs JEPI (1.036). 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 | 1.218 | 1.036 | 118% |
| Net Assets | 332M | 39.8B | 1% |
| Total Expense Ratio | 0.35 | 0.35 | 100% |
| Turnover | 90.00 | 174.00 | 52% |
| Yield | 8.52 | 8.01 | 106% |
| Fund Existence | 2 years | 5 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BALI | JEPI | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 58% | N/A |
| Stochastic ODDS (%) | 2 days ago 71% | 2 days ago 58% |
| Momentum ODDS (%) | N/A | 2 days ago 76% |
| MACD ODDS (%) | 2 days ago 58% | 2 days ago 81% |
| TrendWeek ODDS (%) | 2 days ago 89% | 2 days ago 81% |
| TrendMonth ODDS (%) | 2 days ago 88% | 2 days ago 77% |
| Advances ODDS (%) | 5 days ago 89% | 2 days ago 79% |
| Declines ODDS (%) | 18 days ago 64% | 16 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 67% | 2 days ago 58% |
| Aroon ODDS (%) | 2 days ago 85% | 2 days ago 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Show more...
Show more...
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 80% 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.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To BALI | 1D Price Change % | ||
|---|---|---|---|---|
| BALI | 100% | +0.83% | ||
| JHG - BALI | 80% Closely correlated | +2.20% | ||
| TROW - BALI | 79% Closely correlated | +1.12% | ||
| AXP - BALI | 79% Closely correlated | +2.20% | ||
| PH - BALI | 78% Closely correlated | +1.40% | ||
| MCO - BALI | 77% Closely correlated | +0.29% | ||
More | ||||
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% | +0.47% | ||
| EMR - JEPI | 75% Closely correlated | +0.82% | ||
| CMI - JEPI | 70% Closely correlated | +1.07% | ||
| SYK - JEPI | 70% Closely correlated | +0.21% | ||
| CAT - JEPI | 69% Closely correlated | +1.26% | ||
| VLTO - JEPI | 67% Closely correlated | +0.60% | ||
More | ||||