BHEIX
Price
$29.30
Change
+$0.01 (+0.03%)
Updated
Jul 25 closing price
Net Assets
1.9B
JEPAX
Price
$14.19
Change
+$0.03 (+0.21%)
Updated
Jul 25 closing price
Net Assets
6.43B
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BHEIX vs JEPAX

Header iconBHEIX vs JEPAX Comparison
Open Charts BHEIX vs JEPAXBanner chart's image
BlackRock High Equity Income K
Price$29.30
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets1.9B
JPMorgan Equity Premium Income A
Price$14.19
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
BHEIX vs JEPAX Comparison Chart in %
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BHEIX vs. JEPAX commentary
Jul 26, 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 BHEIX is a StrongBuy and JEPAX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.43B vs. BHEIX (1.9B). BHEIX (8.12) and JEPAX (8.03) have matching dividends . BHEIX was incepted earlier than JEPAX: BHEIX (5 years) vs JEPAX (7 years). BHEIX (0.88) and JEPAX (0.85) have similar cost to investors . JEPAX is a more actively managed with annual turnover of: 176.00 vs. BHEIX (85.00). JEPAX has a lower initial minimum investment than BHEIX: JEPAX (1000) vs BHEIX (5000000). BHEIX (9.88) and JEPAX (9.71) have marching annual gain over last year. BHEIX return over 5 years is better than : 82.57 vs. JEPAX (64.09).
BHEIXJEPAXBHEIX / JEPAX
Total Expense Ratio0.800.8594%
Annual Report Gross Expense Ratio0.880.85104%
Fund Existence5 years7 years-
Gain YTD9.5213.016316%
Front LoadN/A5%-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.9B6.43B30%
Annual Yield % from dividends8.128.03101%
Returns for 1 year9.889.71102%
Returns for 3 years32.9930.35109%
Returns for 5 years82.5764.09129%
Returns for 10 yearsN/AN/A-
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