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BHEIX vs JEPRX
BHEIX vs JEPRX Comparison Chart
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BHEIX vs. JEPRX commentary
Apr 28, 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.1B vs. BHEIX (1.57B). BHEIX (8.04) and JEPRX (7.81) have matching dividends . BHEIX was incepted earlier than JEPRX: BHEIX (5 years) vs JEPRX (7 years). BHEIX (0.88) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. BHEIX (85.00). BHEIX has a lower initial minimum investment than JEPRX: BHEIX (5000000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 5.37 vs. BHEIX (2.55). BHEIX return over 5 years is better than : 76.31 vs. JEPRX (71.43).
| BHEIX | JEPRX | BHEIX / JEPRX | |
| Total Expense Ratio | 0.80 | 0.35 | 229% |
| Annual Report Gross Expense Ratio | 0.88 | 0.35 | 251% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | -1.706 | -3.338 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 6.1B | 26% |
| Annual Yield % from dividends | 8.04 | 7.81 | 103% |
| Returns for 1 year | 2.55 | 5.37 | 48% |
| Returns for 3 years | 14.71 | 21.16 | 70% |
| Returns for 5 years | 76.31 | 71.43 | 107% |
| Returns for 10 years | N/A | N/A | - |
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