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BMCIX vs JEPIX
BMCIX vs JEPIX Comparison Chart in %
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BMCIX vs. JEPIX 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.39B vs. BMCIX (1.86B). JEPIX (8.28) and BMCIX (8.07) have matching dividends . 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 : 6.91 vs. BMCIX (6.04). BMCIX return over 5 years is better than : 76.15 vs. JEPIX (65.34).
| 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 | 7.213 | 2.055 | 351% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 6.39B | 29% |
| Annual Yield % from dividends | 8.07 | 8.28 | 97% |
| Returns for 1 year | 6.04 | 6.91 | 87% |
| Returns for 3 years | 33.18 | 31.44 | 106% |
| Returns for 5 years | 76.15 | 65.34 | 117% |
| Returns for 10 years | 8.64 | N/A | - |
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