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BMCIX vs JEPIX
BMCIX vs JEPIX Comparison
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BMCIX vs JEPIX Comparison Chart in %
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BMCIX vs. JEPIX commentary
Jun 03, 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 BMCIX is a Buy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.16B vs. BMCIX (2.1B). JEPIX (8.12) and BMCIX (7.75) have matching dividends . BMCIX was incepted earlier than JEPIX: BMCIX (28 years) vs JEPIX (8 years). BMCIX (0.98) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 176.00 vs. BMCIX (130.00). JEPIX has a lower initial minimum investment than BMCIX: JEPIX (1000000) vs BMCIX (2000000). BMCIX annual gain was more profitable for investors over the last year : 21.78 vs. JEPIX (7.67). BMCIX return over 5 years is better than : 49.46 vs. JEPIX (41.14).
| BMCIX | JEPIX | BMCIX / JEPIX | |
| Total Expense Ratio | 0.85 | 0.59 | 144% |
| Annual Report Gross Expense Ratio | 0.98 | 0.59 | 166% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 7.201 | -0.045 | -15,919% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 5.16B | 41% |
| Annual Yield % from dividends | 7.75 | 8.12 | 95% |
| Returns for 1 year | 21.78 | 7.67 | 284% |
| Returns for 3 years | 46.49 | 28.25 | 165% |
| Returns for 5 years | 49.46 | 41.14 | 120% |
| Returns for 10 years | 49.55 | N/A | - |
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