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BALI vs JEPQ
BALI vs JEPQ Comparison Chart
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BALI vs. JEPQ commentary
Apr 19, 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 Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPQ has more net assets: 22.3B vs. BALI (285M). BALI has a higher annual dividend yield than JEPQ: BALI (-9.194) vs JEPQ (-11.184). 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 (23.00) vs BALI (23.00).
| BALI | JEPQ | BALI / JEPQ | |
| Gain YTD | -9.194 | -11.184 | 82% |
| Net Assets | 285M | 22.3B | 1% |
| Total Expense Ratio | 0.35 | 0.35 | 100% |
| Turnover | 23.00 | 168.00 | 14% |
| Yield | 7.62 | 10.92 | 70% |
| Fund Existence | 2 years | 3 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BALI | JEPQ | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 90% | 2 days ago 80% |
| Momentum ODDS (%) | 2 days ago 59% | 2 days ago 67% |
| MACD ODDS (%) | 2 days ago 88% | 2 days ago 87% |
| TrendWeek ODDS (%) | 2 days ago 90% | 2 days ago 73% |
| TrendMonth ODDS (%) | 2 days ago 73% | 2 days ago 82% |
| Advances ODDS (%) | 5 days ago 90% | 4 days ago 87% |
| Declines ODDS (%) | 3 days ago 60% | 2 days ago 75% |
| BollingerBands ODDS (%) | 2 days ago 90% | 2 days ago 89% |
| Aroon ODDS (%) | 2 days ago 45% | 2 days ago 90% |
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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 79% 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% | +0.22% | ||
| JHG - BALI | 79% Closely correlated | +0.56% | ||
| TROW - BALI | 77% Closely correlated | +0.87% | ||
| PH - BALI | 76% Closely correlated | +0.28% | ||
| MCO - BALI | 76% Closely correlated | -0.19% | ||
| MSFT - BALI | 76% Closely correlated | -1.03% | ||
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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% | -0.04% | ||
| SNPS - JEPQ | 74% Closely correlated | -0.56% | ||
| LRCX - JEPQ | 73% Closely correlated | -2.12% | ||
| AMAT - JEPQ | 71% Closely correlated | -0.53% | ||
| AMZN - JEPQ | 71% Closely correlated | -0.99% | ||
| ASML - JEPQ | 69% Closely correlated | +0.82% | ||
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