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BHEIX vs JEPCX
BHEIX vs JEPCX Comparison Chart
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BHEIX vs. JEPCX 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 JEPCX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.48B vs. BHEIX (1.92B). JEPCX (6.58) and BHEIX (6.55) have matching dividends . BHEIX was incepted earlier than JEPCX: BHEIX (5 years) vs JEPCX (6 years). JEPCX is a more actively managed with annual turnover of: 189.00 vs. BHEIX (126.00). JEPCX has a lower initial minimum investment than BHEIX: JEPCX (1000) vs BHEIX (5000000). JEPCX annual gain was more profitable for investors over the last year : 12.99 vs. BHEIX (11.87).
| BHEIX | JEPCX | BHEIX / JEPCX | |
| 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 | 6.58 | 100% |
| Returns for 1 year | 11.87 | 12.99 | 91% |
| Returns for 3 years | 15.32 | 21.21 | 72% |
| Returns for 5 years | N/A | 46.92 | - |
| Returns for 10 years | N/A | N/A | - |
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