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BHEIX vs JEPSX
BHEIX vs JEPSX Comparison Chart
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BHEIX vs. JEPSX commentary
Apr 25, 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: 5.98B vs. BHEIX (1.56B). BHEIX (8.04) and JEPSX (7.71) 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 : 3.42 vs. BHEIX (1.24). BHEIX return over 5 years is better than : 74.54 vs. JEPSX (68.42).
| 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 | -2.694 | -4.638 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 5.98B | 26% |
| Annual Yield % from dividends | 8.04 | 7.71 | 104% |
| Returns for 1 year | 1.24 | 3.42 | 36% |
| Returns for 3 years | 11.27 | 16.82 | 67% |
| Returns for 5 years | 74.54 | 68.42 | 109% |
| Returns for 10 years | N/A | N/A | - |
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