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BHEIX vs JEPCX
BHEIX vs JEPCX Comparison Chart in %
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BHEIX vs. JEPCX commentary
Jul 18, 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: 6.39B vs. BHEIX (1.86B). BHEIX pays higher dividends than JEPCX: BHEIX (8.12) vs JEPCX (7.52). 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 (6.18) and BHEIX (6.13) have marching annual gain over last year. BHEIX return over 5 years is better than : 76.54 vs. JEPCX (59.72).
| 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 | 7.240 | 2.033 | 356% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 6.39B | 29% |
| Annual Yield % from dividends | 8.12 | 7.52 | 108% |
| Returns for 1 year | 6.13 | 6.18 | 99% |
| Returns for 3 years | 33.43 | 30.18 | 111% |
| Returns for 5 years | 76.54 | 59.72 | 128% |
| Returns for 10 years | N/A | N/A | - |
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