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BALI vs JEPI
BALI vs JEPI Comparison Chart in %
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BALI vs. JEPI commentary
Sep 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 Hold and JEPI is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 41.2B vs. BALI (415M). BALI has a higher annual dividend yield than JEPI: BALI (9.188) vs JEPI (4.443). 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 | 9.188 | 4.443 | 207% |
| Net Assets | 415M | 41.2B | 1% |
| Total Expense Ratio | 0.35 | 0.35 | 100% |
| Turnover | 90.00 | 174.00 | 52% |
| Yield | 8.02 | 8.42 | 95% |
| Fund Existence | 2 years | 5 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BALI | JEPI | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 52% | N/A |
| Stochastic ODDS (%) | 3 days ago 60% | 3 days ago 62% |
| Momentum ODDS (%) | 3 days ago 84% | 3 days ago 79% |
| MACD ODDS (%) | 3 days ago 57% | 3 days ago 62% |
| TrendWeek ODDS (%) | 3 days ago 90% | 3 days ago 68% |
| TrendMonth ODDS (%) | 3 days ago 90% | 3 days ago 78% |
| Advances ODDS (%) | 4 days ago 90% | 3 days ago 78% |
| Declines ODDS (%) | 6 days ago 60% | 5 days ago 69% |
| BollingerBands ODDS (%) | 3 days ago 67% | 5 days ago 83% |
| Aroon ODDS (%) | 3 days ago 89% | 3 days ago 74% |
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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 PH. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if BALI jumps, then PH could also see price increases.
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1M
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1Y
5Y
| Ticker / NAME | Correlation To BALI | 1D Price Change % | ||
|---|---|---|---|---|
| BALI | 100% | -0.26% | ||
| PH - BALI | 79% Closely correlated | +0.21% | ||
| AXP - BALI | 79% Closely correlated | -1.34% | ||
| JHG - BALI | 79% Closely correlated | -1.82% | ||
| MS - BALI | 79% Closely correlated | -1.62% | ||
| MCO - BALI | 78% Closely correlated | -0.15% | ||
More | ||||
JEPI and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEPI has been closely correlated with MET. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPI jumps, then MET could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To JEPI | 1D Price Change % | ||
|---|---|---|---|---|
| JEPI | 100% | +0.04% | ||
| MET - JEPI | 78% Closely correlated | -2.74% | ||
| AXP - JEPI | 77% Closely correlated | -1.34% | ||
| DOV - JEPI | 77% Closely correlated | -0.34% | ||
| CPAY - JEPI | 76% Closely correlated | -1.03% | ||
| AMP - JEPI | 75% Closely correlated | -4.42% | ||
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