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BMCIX vs JEPSX
BMCIX vs JEPSX Comparison Chart
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BMCIX vs. JEPSX commentary
Jun 07, 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: 6.31B vs. BMCIX (1.8B). JEPSX (8.43) and BMCIX (8.28) 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 : 6.83 vs. BMCIX (5.27). JEPSX return over 5 years is better than : 68.76 vs. BMCIX (63.30).
| 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 | 3.797 | 0.369 | 1,029% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 6.31B | 29% |
| Annual Yield % from dividends | 8.28 | 8.43 | 98% |
| Returns for 1 year | 5.27 | 6.83 | 77% |
| Returns for 3 years | 17.61 | 25.40 | 69% |
| Returns for 5 years | 63.30 | 68.76 | 92% |
| Returns for 10 years | 6.56 | N/A | - |