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BMCIX vs JEPRX
BMCIX vs JEPRX Comparison Chart in %
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BMCIX vs. JEPRX commentary
Aug 08, 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 Hold and JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.34B vs. BMCIX (1.86B). JEPRX pays higher dividends than BMCIX: JEPRX (8.72) vs BMCIX (8.10). BMCIX was incepted earlier than JEPRX: BMCIX (27 years) vs JEPRX (7 years). BMCIX (0.99) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. BMCIX (85.00). BMCIX has a lower initial minimum investment than JEPRX: BMCIX (2000000) vs JEPRX (15000000). JEPRX (9.48) and BMCIX (9.43) have marching annual gain over last year. BMCIX return over 5 years is better than : 75.12 vs. JEPRX (62.17).
| BMCIX | JEPRX | BMCIX / JEPRX | |
| Total Expense Ratio | 0.85 | 0.35 | 243% |
| Annual Report Gross Expense Ratio | 0.99 | 0.35 | 283% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 7.330 | 2.117 | 346% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 15000000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 6.34B | 29% |
| Annual Yield % from dividends | 8.10 | 8.72 | 93% |
| Returns for 1 year | 9.43 | 9.48 | 99% |
| Returns for 3 years | 27.67 | 27.92 | 99% |
| Returns for 5 years | 75.12 | 62.17 | 121% |
| Returns for 10 years | 11.47 | N/A | - |
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