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BHEIX vs JEPAX
BHEIX vs JEPAX Comparison Chart
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BHEIX vs. JEPAX commentary
Jan 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 BHEIX is a StrongBuy and JEPAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.48B vs. BHEIX (1.92B). JEPAX pays higher dividends than BHEIX: JEPAX (7.05) vs BHEIX (6.55). BHEIX was incepted earlier than JEPAX: BHEIX (5 years) vs JEPAX (6 years). JEPAX is a more actively managed with annual turnover of: 189.00 vs. BHEIX (126.00). JEPAX has a lower initial minimum investment than BHEIX: JEPAX (1000) vs BHEIX (5000000). JEPAX annual gain was more profitable for investors over the last year : 13.56 vs. BHEIX (11.87).
| BHEIX | JEPAX | BHEIX / JEPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 1.828 | 1.254 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 6.48B | 30% |
| Annual Yield % from dividends | 6.55 | 7.05 | 93% |
| Returns for 1 year | 11.87 | 13.56 | 88% |
| Returns for 3 years | 15.32 | 23.06 | 66% |
| Returns for 5 years | N/A | 50.65 | - |
| Returns for 10 years | N/A | N/A | - |
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