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BALI vs JEPI
BALI vs JEPI Comparison Chart
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BALI vs. JEPI commentary
Apr 04, 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 Hold and JEPI is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 39.4B vs. BALI (251M). JEPI has a higher annual dividend yield than BALI: JEPI (-2.267) vs BALI (-7.032). 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 (23.00) vs BALI (23.00).
| BALI | JEPI | BALI / JEPI | |
| Gain YTD | -7.032 | -2.267 | 310% |
| Net Assets | 251M | 39.4B | 1% |
| Total Expense Ratio | 0.35 | 0.35 | 100% |
| Turnover | 23.00 | 174.00 | 13% |
| Yield | 7.62 | 7.47 | 102% |
| Fund Existence | 2 years | 5 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BALI | JEPI | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 2 days ago 89% |
| Stochastic ODDS (%) | 2 days ago 63% | 2 days ago 70% |
| Momentum ODDS (%) | 2 days ago 76% | 2 days ago 76% |
| MACD ODDS (%) | 2 days ago 53% | 2 days ago 62% |
| TrendWeek ODDS (%) | 2 days ago 63% | 2 days ago 69% |
| TrendMonth ODDS (%) | 2 days ago 69% | 2 days ago 70% |
| Advances ODDS (%) | 3 days ago 90% | 3 days ago 79% |
| Declines ODDS (%) | 8 days ago 58% | 8 days ago 69% |
| BollingerBands ODDS (%) | 2 days ago 90% | 2 days ago 83% |
| Aroon ODDS (%) | 2 days ago 82% | 2 days ago 54% |
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BALI and
Correlation & Price change
A.I.dvisor indicates that over the last year, BALI has been closely correlated with AMZN. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if BALI jumps, then AMZN could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To BALI | 1D Price Change % | ||
|---|---|---|---|---|
| BALI | 100% | -4.21% | ||
| AMZN - BALI | 73% Closely correlated | -8.98% | ||
| MSFT - BALI | 70% Closely correlated | -2.36% | ||
| TEL - BALI | 67% Closely correlated | -8.65% | ||
| FLS - BALI | 66% Loosely correlated | -12.56% | ||
| QCOM - BALI | 66% Loosely correlated | -9.51% | ||
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