BMCIX
Price
$29.48
Change
-$0.07 (-0.24%)
Updated
Sep 20 closing price
JEPSX
Price
$14.68
Change
-$0.02 (-0.14%)
Updated
Sep 20 closing price
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BMCIX vs JEPSX

Header iconBMCIX vs JEPSX Comparison
Open Charts BMCIX vs JEPSXBanner chart's image
BlackRock High Equity Income Instl
Price$29.48
Change-$0.07 (-0.24%)
VolumeN/A
CapitalizationN/A
JPMorgan Equity Premium Income R5
Price$14.68
Change-$0.02 (-0.14%)
VolumeN/A
CapitalizationN/A
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BMCIX vs JEPSX Comparison Chart
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VS
BMCIX vs. JEPSX commentary
Sep 21, 2024

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 StrongBuy.

FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.52B vs. BMCIX (2.02B). JEPSX pays higher dividends than BMCIX: JEPSX (7.43) vs BMCIX (6.50). BMCIX was incepted earlier than JEPSX: BMCIX (26 years) vs JEPSX (6 years). JEPSX is a more actively managed with annual turnover of: 189.00 vs. BMCIX (126.00). JEPSX has a lower initial minimum investment than BMCIX: JEPSX (0) vs BMCIX (2000000). BMCIX annual gain was more profitable for investors over the last year : 16.78 vs. JEPSX (14.94). JEPSX return over 5 years is better than : 58.19 vs. BMCIX (52.48).
BMCIXJEPSXBMCIX / JEPSX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence26 years6 years-
Gain YTD10.28411.57689%
Front LoadN/AN/A-
Min. Initial Investment20000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.02B6.52B31%
Annual Yield % from dividends6.507.4387%
Returns for 1 year16.7814.94112%
Returns for 3 years24.9925.7597%
Returns for 5 years52.4858.1990%
Returns for 10 years-1.02N/A-
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