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BHEIX vs JEPCX
BHEIX vs JEPCX Comparison Chart
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BHEIX vs. JEPCX 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 BHEIX is a StrongBuy and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.31B vs. BHEIX (1.8B). BHEIX pays higher dividends than JEPCX: BHEIX (8.33) vs JEPCX (7.50). BHEIX was incepted earlier than JEPCX: BHEIX (5 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than BHEIX (0.88). JEPCX is a more actively managed with annual turnover of: 176.00 vs. BHEIX (85.00). 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 : 5.80 vs. BHEIX (5.35). BHEIX (63.66) and JEPCX (61.23) have equivalent 5 years return.
| BHEIX | JEPCX | BHEIX / JEPCX | |
| Total Expense Ratio | 0.80 | 1.35 | 59% |
| Annual Report Gross Expense Ratio | 0.88 | 1.35 | 65% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 3.819 | -0.006 | -67,242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 6.31B | 29% |
| Annual Yield % from dividends | 8.33 | 7.50 | 111% |
| Returns for 1 year | 5.35 | 5.80 | 92% |
| Returns for 3 years | 17.79 | 21.97 | 81% |
| Returns for 5 years | 63.66 | 61.23 | 104% |
| Returns for 10 years | N/A | N/A | - |
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