Ad is loading...
BHEIX vs JEPIX
BHEIX vs JEPIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BHEIX vs. JEPIX 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 JEPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.49B vs. BHEIX (1.92B). JEPIX pays higher dividends than BHEIX: JEPIX (7.29) vs BHEIX (6.55). BHEIX was incepted earlier than JEPIX: BHEIX (5 years) vs JEPIX (6 years). JEPIX is a more actively managed with annual turnover of: 189.00 vs. BHEIX (126.00). JEPIX has a lower initial minimum investment than BHEIX: JEPIX (1000000) vs BHEIX (5000000). JEPIX annual gain was more profitable for investors over the last year : 15.36 vs. BHEIX (10.85).
| BHEIX | JEPIX | BHEIX / JEPIX | |
| 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 | 14.269 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 6.49B | 30% |
| Annual Yield % from dividends | 6.55 | 7.29 | 90% |
| Returns for 1 year | 10.85 | 15.36 | 71% |
| Returns for 3 years | 20.73 | 24.00 | 86% |
| Returns for 5 years | N/A | 56.01 | - |
| 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 % |
| FSATX | 16.12 | -0.04 | -0.25% |
| Fidelity Advisor Asset Manager 60% M | |||
| FANIX | 46.85 | -0.39 | -0.83% |
| Fidelity Advisor Energy I | |||
| TSLAX | 6.41 | -0.08 | -1.23% |
| Transamerica Small Cap Value A | |||
| PEVAX | 16.89 | -0.23 | -1.34% |
| PACE Small/Medium Co Value Equity A | |||
| LSRCX | 1.98 | -1.74 | -46.81% |
| Lord Abbett Small Cap Value C | |||