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BMCIX vs JEPIX
BMCIX vs JEPIX Comparison Chart
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BMCIX vs. JEPIX commentary
May 31, 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 StrongBuy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.25B vs. BMCIX (1.78B). BMCIX pays higher dividends than JEPIX: BMCIX (8.47) vs JEPIX (8.04). BMCIX was incepted earlier than JEPIX: BMCIX (27 years) vs JEPIX (7 years). BMCIX (0.99) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. BMCIX (85.00). JEPIX has a lower initial minimum investment than BMCIX: JEPIX (1000000) vs BMCIX (2000000). JEPIX annual gain was more profitable for investors over the last year : 6.87 vs. BMCIX (5.67). BMCIX return over 5 years is better than : 72.28 vs. JEPIX (64.70).
| BMCIX | JEPIX | BMCIX / JEPIX | |
| Total Expense Ratio | 0.85 | 0.60 | 142% |
| Annual Report Gross Expense Ratio | 0.99 | 0.60 | 165% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 2.372 | -1.222 | -194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 6.25B | 29% |
| Annual Yield % from dividends | 8.47 | 8.04 | 105% |
| Returns for 1 year | 5.67 | 6.87 | 83% |
| Returns for 3 years | 16.44 | 23.90 | 69% |
| Returns for 5 years | 72.28 | 64.70 | 112% |
| Returns for 10 years | 3.98 | N/A | - |
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