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BHEIX vs JEPSX
BHEIX vs JEPSX Comparison Chart
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BHEIX vs. JEPSX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.31B vs. BHEIX (1.8B). JEPSX (8.43) and BHEIX (8.33) have matching dividends . BHEIX was incepted earlier than JEPSX: BHEIX (5 years) vs JEPSX (7 years). BHEIX (0.88) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. BHEIX (85.00). 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 : 6.83 vs. BHEIX (5.35). JEPSX return over 5 years is better than : 68.76 vs. BHEIX (63.66).
| BHEIX | JEPSX | BHEIX / JEPSX | |
| Total Expense Ratio | 0.80 | 0.45 | 178% |
| Annual Report Gross Expense Ratio | 0.88 | 0.54 | 163% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 3.819 | 0.369 | 1,034% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 6.31B | 29% |
| Annual Yield % from dividends | 8.33 | 8.43 | 99% |
| Returns for 1 year | 5.35 | 6.83 | 78% |
| Returns for 3 years | 17.79 | 25.40 | 70% |
| Returns for 5 years | 63.66 | 68.76 | 93% |
| Returns for 10 years | N/A | N/A | - |
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