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BMCIX vs JEPSX
BMCIX vs JEPSX Comparison Chart in %
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BMCIX vs. JEPSX 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 JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.34B vs. BMCIX (1.86B). JEPSX pays higher dividends than BMCIX: JEPSX (8.61) vs BMCIX (8.10). 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). BMCIX (9.43) and JEPSX (9.36) have marching annual gain over last year. BMCIX return over 5 years is better than : 75.12 vs. JEPSX (61.33).
| 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 | 7.330 | 1.980 | 370% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 6.34B | 29% |
| Annual Yield % from dividends | 8.10 | 8.61 | 94% |
| Returns for 1 year | 9.43 | 9.36 | 101% |
| Returns for 3 years | 27.67 | 27.51 | 101% |
| Returns for 5 years | 75.12 | 61.33 | 122% |
| Returns for 10 years | 11.47 | N/A | - |
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