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BHEIX vs JEPIX
BHEIX vs JEPIX Comparison Chart
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BHEIX vs. JEPIX commentary
Nov 18, 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: 6.45B vs. BHEIX (1.97B). 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). BHEIX (17.97) and JEPIX (17.64) have marching annual gain over last year.
| 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 | 10.639 | 13.828 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 6.45B | 31% |
| Annual Yield % from dividends | 6.55 | 7.29 | 90% |
| Returns for 1 year | 17.97 | 17.64 | 102% |
| Returns for 3 years | 19.96 | 24.49 | 82% |
| Returns for 5 years | N/A | 58.02 | - |
| Returns for 10 years | N/A | N/A | - |
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