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BMCIX vs JEPAX
BMCIX vs JEPAX Comparison Chart in %
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BMCIX vs. JEPAX commentary
Jul 18, 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 BMCIX is a Buy and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.39B vs. BMCIX (1.86B). BMCIX (8.07) and JEPAX (8.03) have matching dividends . BMCIX was incepted earlier than JEPAX: BMCIX (27 years) vs JEPAX (7 years). BMCIX (0.99) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. BMCIX (85.00). JEPAX has a lower initial minimum investment than BMCIX: JEPAX (1000) vs BMCIX (2000000). JEPAX annual gain was more profitable for investors over the last year : 6.64 vs. BMCIX (6.04). BMCIX return over 5 years is better than : 76.15 vs. JEPAX (63.32).
| BMCIX | JEPAX | BMCIX / JEPAX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.99 | 0.85 | 116% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 7.213 | 1.997 | 361% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 6.39B | 29% |
| Annual Yield % from dividends | 8.07 | 8.03 | 100% |
| Returns for 1 year | 6.04 | 6.64 | 91% |
| Returns for 3 years | 33.18 | 30.46 | 109% |
| Returns for 5 years | 76.15 | 63.32 | 120% |
| Returns for 10 years | 8.64 | N/A | - |
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