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BALI vs JEPQ
BALI vs JEPQ Comparison Chart
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BALI vs. JEPQ commentary
Jun 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 Buy and JEPQ is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPQ has more net assets: 26.3B vs. BALI (332M). BALI has a higher annual dividend yield than JEPQ: BALI (1.218) vs JEPQ (-1.676). 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 | 1.218 | -1.676 | -73% |
| Net Assets | 332M | 26.3B | 1% |
| Total Expense Ratio | 0.35 | 0.35 | 100% |
| Turnover | 90.00 | 168.00 | 54% |
| Yield | 8.52 | 11.28 | 76% |
| Fund Existence | 2 years | 3 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BALI | JEPQ | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 58% | 2 days ago 53% |
| Stochastic ODDS (%) | 2 days ago 71% | 2 days ago 53% |
| Momentum ODDS (%) | N/A | N/A |
| MACD ODDS (%) | 2 days ago 58% | 2 days ago 84% |
| TrendWeek ODDS (%) | 2 days ago 89% | 2 days ago 88% |
| TrendMonth ODDS (%) | 2 days ago 88% | 2 days ago 88% |
| Advances ODDS (%) | 5 days ago 89% | 4 days ago 87% |
| Declines ODDS (%) | 18 days ago 64% | 18 days ago 75% |
| BollingerBands ODDS (%) | 2 days ago 67% | 2 days ago 55% |
| Aroon ODDS (%) | 2 days ago 85% | 2 days ago 84% |
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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 JHG. 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 JHG could also see price increases.
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1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To BALI | 1D Price Change % | ||
|---|---|---|---|---|
| BALI | 100% | +0.83% | ||
| JHG - BALI | 80% Closely correlated | +2.20% | ||
| TROW - BALI | 79% Closely correlated | +1.12% | ||
| AXP - BALI | 79% Closely correlated | +2.20% | ||
| PH - BALI | 78% Closely correlated | +1.40% | ||
| MCO - BALI | 77% Closely correlated | +0.29% | ||
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% | +0.69% | ||
| SNPS - JEPQ | 74% Closely correlated | +0.79% | ||
| LRCX - JEPQ | 73% Closely correlated | +1.70% | ||
| AMAT - JEPQ | 71% Closely correlated | +1.55% | ||
| AMZN - JEPQ | 71% Closely correlated | +2.72% | ||
| ASML - JEPQ | 69% Closely correlated | +0.70% | ||
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