Ad is loading...
BHEIX vs JEPCX
BHEIX vs JEPCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BHEIX vs. JEPCX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.49B 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 : 14.58 vs. BHEIX (10.85).
| 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 | 8.724 | 13.488 | 65% |
| 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 | 6.49B | 30% |
| Annual Yield % from dividends | 6.55 | 6.58 | 100% |
| Returns for 1 year | 10.85 | 14.58 | 74% |
| Returns for 3 years | 20.73 | 21.31 | 97% |
| Returns for 5 years | N/A | 50.29 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PRGFX | 109.22 | -0.17 | -0.16% |
| T. Rowe Price Growth Stock | |||
| EKSAX | 6.14 | -0.02 | -0.32% |
| Allspring Diversified Income Bldr A | |||
| TRAOX | 15.61 | -0.11 | -0.73% |
| T. Rowe Price Asia Opportunities | |||
| CSMUX | 27.64 | -0.33 | -1.18% |
| Carillon Scout Mid Cap R-6 | |||
| AVCNX | 17.70 | -0.23 | -1.28% |
| Avantis® U.S. Small Cap Value G | |||