BHEIX
Price
$29.60
Change
+$0.12 (+0.41%)
Updated
Oct 3 closing price
Net Assets
1.94B
JEPIX
Price
$14.20
Change
+$0.04 (+0.28%)
Updated
Oct 3 closing price
Net Assets
6.28B
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BHEIX vs JEPIX

Header iconBHEIX vs JEPIX Comparison
Open Charts BHEIX vs JEPIXBanner chart's image
BlackRock High Equity Income K
Price$29.60
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets1.94B
JPMorgan Equity Premium Income I
Price$14.20
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets6.28B
BHEIX vs JEPIX Comparison Chart in %
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BHEIX vs. JEPIX commentary
Oct 06, 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 Hold and JEPIX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.28B vs. BHEIX (1.94B). JEPIX (8.23) and BHEIX (7.85) have matching dividends . BHEIX was incepted earlier than JEPIX: BHEIX (5 years) vs JEPIX (7 years). BHEIX (0.88) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. BHEIX (130.00). JEPIX has a lower initial minimum investment than BHEIX: JEPIX (1000000) vs BHEIX (5000000). BHEIX annual gain was more profitable for investors over the last year : 9.45 vs. JEPIX (4.86). BHEIX return over 5 years is better than : 86.86 vs. JEPIX (64.82).
BHEIXJEPIXBHEIX / JEPIX
Total Expense Ratio0.800.60133%
Annual Report Gross Expense Ratio0.880.60147%
Fund Existence5 years7 years-
Gain YTD12.8065.303241%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/AN/A-
Net Assets1.94B6.28B31%
Annual Yield % from dividends7.858.2395%
Returns for 1 year9.454.86194%
Returns for 3 years42.5238.16111%
Returns for 5 years86.8664.82134%
Returns for 10 yearsN/AN/A-
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