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BHEIX vs JEPRX
BHEIX vs JEPRX Comparison Chart
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BHEIX vs. JEPRX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.56B vs. BHEIX (1.95B). JEPRX pays higher dividends than BHEIX: JEPRX (7.53) vs BHEIX (6.55). BHEIX was incepted earlier than JEPRX: BHEIX (5 years) vs JEPRX (6 years). JEPRX is a more actively managed with annual turnover of: 189.00 vs. BHEIX (126.00). 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 : 12.10 vs. BHEIX (10.46).
| BHEIX | JEPRX | BHEIX / JEPRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 4.088 | 2.861 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 6.56B | 30% |
| Annual Yield % from dividends | 6.55 | 7.53 | 87% |
| Returns for 1 year | 10.46 | 12.10 | 86% |
| Returns for 3 years | 20.06 | 31.36 | 64% |
| Returns for 5 years | N/A | 53.57 | - |
| Returns for 10 years | N/A | N/A | - |
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