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BMCIX vs JEPSX
BMCIX vs JEPSX Comparison Chart
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BMCIX vs. JEPSX commentary
Apr 25, 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 JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 5.98B vs. BMCIX (1.56B). BMCIX (7.99) and JEPSX (7.71) have matching dividends . BMCIX was incepted earlier than JEPSX: BMCIX (27 years) vs JEPSX (7 years). BMCIX (0.99) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. BMCIX (85.00). JEPSX has a lower initial minimum investment than BMCIX: JEPSX (0) vs BMCIX (2000000). JEPSX annual gain was more profitable for investors over the last year : 3.42 vs. BMCIX (0.34). BMCIX return over 5 years is better than : 72.93 vs. JEPSX (68.42).
| BMCIX | JEPSX | BMCIX / JEPSX | |
| Total Expense Ratio | 0.85 | 0.45 | 189% |
| Annual Report Gross Expense Ratio | 0.99 | 0.54 | 183% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | -3.692 | -4.638 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 5.98B | 26% |
| Annual Yield % from dividends | 7.99 | 7.71 | 104% |
| Returns for 1 year | 0.34 | 3.42 | 10% |
| Returns for 3 years | 9.65 | 16.82 | 57% |
| Returns for 5 years | 72.93 | 68.42 | 107% |
| Returns for 10 years | -1.90 | N/A | - |
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