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BALI vs JEPQ
BALI vs JEPQ Comparison Chart in %
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BALI vs. JEPQ commentary
Aug 25, 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 JEPQ is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPQ has more net assets: 29.2B vs. BALI (382M). BALI has a higher annual dividend yield than JEPQ: BALI (8.464) vs JEPQ (5.666). 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 | 8.464 | 5.666 | 149% |
| Net Assets | 382M | 29.2B | 1% |
| Total Expense Ratio | 0.35 | 0.35 | 100% |
| Turnover | 90.00 | 168.00 | 54% |
| Yield | 8.01 | 11.22 | 71% |
| Fund Existence | 2 years | 3 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BALI | JEPQ | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 48% | 4 days ago 62% |
| Stochastic ODDS (%) | 4 days ago 60% | 4 days ago 59% |
| Momentum ODDS (%) | 4 days ago 89% | 4 days ago 88% |
| MACD ODDS (%) | 4 days ago 57% | 4 days ago 62% |
| TrendWeek ODDS (%) | 4 days ago 90% | 4 days ago 71% |
| TrendMonth ODDS (%) | 4 days ago 90% | 4 days ago 89% |
| Advances ODDS (%) | 12 days ago 90% | 12 days ago 88% |
| Declines ODDS (%) | 5 days ago 60% | 5 days ago 74% |
| BollingerBands ODDS (%) | 4 days ago 64% | 4 days ago 67% |
| Aroon ODDS (%) | 4 days ago 88% | 4 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 AXP. 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 AXP could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To BALI | 1D Price Change % | ||
|---|---|---|---|---|
| BALI | 100% | +1.11% | ||
| AXP - BALI | 80% Closely correlated | +3.57% | ||
| PH - BALI | 79% Closely correlated | +2.63% | ||
| JHG - BALI | 79% Closely correlated | +3.45% | ||
| MS - BALI | 78% Closely correlated | +2.76% | ||
| MCO - BALI | 78% Closely correlated | +1.28% | ||
More | ||||
JEPQ and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEPQ has been closely correlated with NVDA. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPQ jumps, then NVDA could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To JEPQ | 1D Price Change % | ||
|---|---|---|---|---|
| JEPQ | 100% | +1.33% | ||
| NVDA - JEPQ | 77% Closely correlated | +1.72% | ||
| AMD - JEPQ | 76% Closely correlated | +2.47% | ||
| ADI - JEPQ | 75% Closely correlated | +2.13% | ||
| AMZN - JEPQ | 75% Closely correlated | +3.10% | ||
| ETN - JEPQ | 74% Closely correlated | +0.65% | ||
More | ||||