Interact to see
Advertisement
Advertisement
BALI vs JEPQ
BALI vs JEPQ Comparison Chart in %
Loading...
Show more...
Show more...
View a ticker or compare two or three
VS
VS
BALI vs. JEPQ commentary
Jul 18, 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 JEPQ is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPQ has more net assets: 28.1B vs. BALI (350M). BALI has a higher annual dividend yield than JEPQ: BALI (4.511) vs JEPQ (2.708). BALI was incepted earlier than JEPQ: BALI (2 years) vs JEPQ (3 years). BALI (0.35) and JEPQ (0.35) have comparable expense ratios . JEPQ has a higher turnover BALI (90.00) vs BALI (90.00).
| BALI | JEPQ | BALI / JEPQ | |
| Gain YTD | 4.511 | 2.708 | 167% |
| Net Assets | 350M | 28.1B | 1% |
| Total Expense Ratio | 0.35 | 0.35 | 100% |
| Turnover | 90.00 | 168.00 | 54% |
| Yield | 7.91 | 11.23 | 70% |
| Fund Existence | 2 years | 3 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BALI | JEPQ | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 50% | 2 days ago 59% |
| Stochastic ODDS (%) | 2 days ago 67% | 2 days ago 68% |
| Momentum ODDS (%) | N/A | N/A |
| MACD ODDS (%) | 2 days ago 57% | 2 days ago 69% |
| TrendWeek ODDS (%) | 2 days ago 65% | 2 days ago 89% |
| TrendMonth ODDS (%) | 2 days ago 89% | 2 days ago 89% |
| Advances ODDS (%) | 15 days ago 90% | 2 days ago 87% |
| Declines ODDS (%) | 7 days ago 63% | N/A |
| BollingerBands ODDS (%) | 2 days ago 69% | 2 days ago 86% |
| Aroon ODDS (%) | 2 days ago 87% | 2 days ago 85% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Show more...
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CBXJ | 27.73 | 0.26 | +0.95% |
| Calamos Bitcoin 90 Str Alt Prt ETF-Jan | |||
| SCJ | 83.42 | 0.50 | +0.61% |
| iShares MSCI Japan Small-Cap ETF | |||
| MTUL | 34.91 | 0.18 | +0.52% |
| ETRACS 2x Lvrgd MSCI US Mntm Fctr TR ETN | |||
| TDIV | 91.69 | 0.17 | +0.19% |
| First Trust NASDAQ Technology Div ETF | |||
| NBB | 15.53 | 0.01 | +0.06% |
| Nuveen Taxable Municipal Income Fund | |||
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.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To BALI | 1D Price Change % | ||
|---|---|---|---|---|
| BALI | 100% | +0.17% | ||
| JHG - BALI | 81% Closely correlated | +1.16% | ||
| AXP - BALI | 80% Closely correlated | +0.40% | ||
| TROW - BALI | 80% Closely correlated | +2.40% | ||
| PH - BALI | 79% Closely correlated | +0.22% | ||
| AMZN - BALI | 78% Closely correlated | -1.40% | ||
More | ||||
JEPQ and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEPQ has been closely correlated with SNPS. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPQ jumps, then SNPS could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To JEPQ | 1D Price Change % | ||
|---|---|---|---|---|
| JEPQ | 100% | +0.11% | ||
| SNPS - JEPQ | 74% Closely correlated | +0.37% | ||
| LRCX - JEPQ | 73% Closely correlated | -0.69% | ||
| AMAT - JEPQ | 71% Closely correlated | -2.25% | ||
| AMZN - JEPQ | 71% Closely correlated | -1.40% | ||
| ASML - JEPQ | 69% Closely correlated | -8.33% | ||
More | ||||