Interact to see
Advertisement
Advertisement
BHEIX vs JEPSX
BHEIX vs JEPSX Comparison
Open Charts BHEIX vs JEPSX
BHEIX vs JEPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BHEIX vs. JEPSX commentary
Aug 01, 2026
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: 4.98B vs. BHEIX (2.13B). JEPSX pays higher dividends than BHEIX: JEPSX (8.18) vs BHEIX (7.68). BHEIX was incepted earlier than JEPSX: BHEIX (6 years) vs JEPSX (8 years). BHEIX (0.89) is less costly to investors than JEPSX (0.47). JEPSX is a more actively managed with annual turnover of: 176.00 vs. BHEIX (130.00). JEPSX has a lower initial minimum investment than BHEIX: JEPSX (0) vs BHEIX (5000000). BHEIX annual gain was more profitable for investors over the last year : 22.83 vs. JEPSX (8.44). BHEIX return over 5 years is better than : 61.12 vs. JEPSX (40.50).
| BHEIX | JEPSX | BHEIX / JEPSX | |
| Total Expense Ratio | 0.80 | 0.45 | 178% |
| Annual Report Gross Expense Ratio | 0.89 | 0.47 | 189% |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 12.902 | 2.928 | 441% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 4.98B | 43% |
| Annual Yield % from dividends | 7.68 | 8.18 | 94% |
| Returns for 1 year | 22.83 | 8.44 | 271% |
| Returns for 3 years | 46.16 | 28.21 | 164% |
| Returns for 5 years | 61.12 | 40.50 | 151% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement