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BHEIX vs JEPCX
BHEIX vs JEPCX Comparison
Open Charts BHEIX vs JEPCX
BHEIX vs JEPCX Comparison Chart in %
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BHEIX vs. JEPCX commentary
Aug 03, 2026
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: 5.02B vs. BHEIX (2.15B). BHEIX pays higher dividends than JEPCX: BHEIX (7.54) vs JEPCX (7.17). BHEIX was incepted earlier than JEPCX: BHEIX (6 years) vs JEPCX (8 years). JEPCX (1.34) is less costly to investors than BHEIX (0.89). JEPCX is a more actively managed with annual turnover of: 176.00 vs. BHEIX (130.00). JEPCX has a lower initial minimum investment than BHEIX: JEPCX (1000) vs BHEIX (5000000). BHEIX annual gain was more profitable for investors over the last year : 23.66 vs. JEPCX (9.17). BHEIX return over 5 years is better than : 62.21 vs. JEPCX (36.34).
| BHEIX | JEPCX | BHEIX / JEPCX | |
| Total Expense Ratio | 0.80 | 1.34 | 60% |
| Annual Report Gross Expense Ratio | 0.89 | 1.34 | 66% |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 13.668 | 4.014 | 341% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 5.02B | 43% |
| Annual Yield % from dividends | 7.54 | 7.17 | 105% |
| Returns for 1 year | 23.66 | 9.17 | 258% |
| Returns for 3 years | 47.15 | 26.60 | 177% |
| Returns for 5 years | 62.21 | 36.34 | 171% |
| Returns for 10 years | N/A | N/A | - |
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