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BMCIX vs JEPSX
BMCIX vs JEPSX Comparison
Open Charts BMCIX vs JEPSX
BMCIX vs JEPSX Comparison Chart in %
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BMCIX vs. JEPSX commentary
Sep 11, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 4.86B vs. BMCIX (2.21B). JEPSX pays higher dividends than BMCIX: JEPSX (8.07) vs BMCIX (7.62). BMCIX was incepted earlier than JEPSX: BMCIX (28 years) vs JEPSX (8 years). BMCIX (0.98) is less costly to investors than JEPSX (0.47). JEPSX is a more actively managed with annual turnover of: 176.00 vs. BMCIX (130.00). 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 : 19.91 vs. JEPSX (7.78). BMCIX return over 5 years is better than : 62.86 vs. JEPSX (41.46).
| BMCIX | JEPSX | BMCIX / JEPSX | |
| Total Expense Ratio | 0.85 | 0.45 | 189% |
| Annual Report Gross Expense Ratio | 0.98 | 0.47 | 209% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 13.710 | 4.113 | 333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 4.86B | 46% |
| Annual Yield % from dividends | 7.62 | 8.07 | 94% |
| Returns for 1 year | 19.91 | 7.78 | 256% |
| Returns for 3 years | 52.63 | 29.63 | 178% |
| Returns for 5 years | 62.86 | 41.46 | 152% |
| Returns for 10 years | 54.47 | N/A | - |
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