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BHEIX vs JEPCX
BHEIX vs JEPCX Comparison Chart
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BHEIX vs. JEPCX commentary
Apr 25, 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: 5.98B vs. BHEIX (1.56B). BHEIX pays higher dividends than JEPCX: BHEIX (8.04) vs JEPCX (6.79). 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 : 2.49 vs. BHEIX (1.24). BHEIX return over 5 years is better than : 74.54 vs. JEPCX (61.03).
| 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 | -2.694 | -4.784 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 5.98B | 26% |
| Annual Yield % from dividends | 8.04 | 6.79 | 118% |
| Returns for 1 year | 1.24 | 2.49 | 50% |
| Returns for 3 years | 11.27 | 13.70 | 82% |
| Returns for 5 years | 74.54 | 61.03 | 122% |
| Returns for 10 years | N/A | N/A | - |
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