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BMCIX vs JEPAX
BMCIX vs JEPAX Comparison
Open Charts BMCIX vs JEPAX
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BMCIX vs JEPAX Comparison Chart
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BMCIX vs. JEPAX commentary
Sep 21, 2024
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 StrongBuy and JEPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.52B vs. BMCIX (2.02B). JEPAX pays higher dividends than BMCIX: JEPAX (7.05) vs BMCIX (6.50). BMCIX was incepted earlier than JEPAX: BMCIX (26 years) vs JEPAX (6 years). JEPAX is a more actively managed with annual turnover of: 189.00 vs. BMCIX (126.00). JEPAX has a lower initial minimum investment than BMCIX: JEPAX (1000) vs BMCIX (2000000). BMCIX annual gain was more profitable for investors over the last year : 16.78 vs. JEPAX (14.48). JEPAX (55.10) and BMCIX (52.48) have equivalent 5 years return.
| BMCIX | JEPAX | BMCIX / JEPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | 10.284 | 11.280 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 6.52B | 31% |
| Annual Yield % from dividends | 6.50 | 7.05 | 92% |
| Returns for 1 year | 16.78 | 14.48 | 116% |
| Returns for 3 years | 24.99 | 24.25 | 103% |
| Returns for 5 years | 52.48 | 55.10 | 95% |
| Returns for 10 years | -1.02 | N/A | - |
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