Ad is loading...
BHEIX vs JEPSX
BHEIX vs JEPSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BHEIX vs. JEPSX commentary
Jan 19, 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 JEPSX is a Hold.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.48B vs. BHEIX (1.92B). 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). JEPSX annual gain was more profitable for investors over the last year : 14.09 vs. BHEIX (11.87).
| 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 | 1.828 | 1.253 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 6.48B | 30% |
| Annual Yield % from dividends | 6.55 | 7.43 | 88% |
| Returns for 1 year | 11.87 | 14.09 | 84% |
| Returns for 3 years | 15.32 | 24.62 | 62% |
| Returns for 5 years | N/A | 53.77 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers