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BHEIX vs JEPSX
BHEIX vs JEPSX Comparison Chart
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BHEIX vs. JEPSX 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 JEPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.45B vs. BHEIX (1.97B). JEPSX pays higher dividends than BHEIX: JEPSX (7.43) vs BHEIX (6.55). BHEIX was incepted earlier than JEPSX: BHEIX (5 years) vs JEPSX (6 years). JEPSX is a more actively managed with annual turnover of: 189.00 vs. BHEIX (126.00). JEPSX has a lower initial minimum investment than BHEIX: JEPSX (0) vs BHEIX (5000000). BHEIX (17.97) and JEPSX (17.81) have marching annual gain over last year.
| BHEIX | JEPSX | BHEIX / JEPSX | |
| 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 | 13.968 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 6.45B | 31% |
| Annual Yield % from dividends | 6.55 | 7.43 | 88% |
| Returns for 1 year | 17.97 | 17.81 | 101% |
| Returns for 3 years | 19.96 | 25.05 | 80% |
| Returns for 5 years | N/A | 59.31 | - |
| Returns for 10 years | N/A | N/A | - |
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