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BMEAX vs JEPAX
BMEAX vs JEPAX Comparison Chart
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BMEAX vs. JEPAX commentary
May 09, 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 BMEAX is a StrongBuy and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.26B vs. BMEAX (1.75B). BMEAX pays higher dividends than JEPAX: BMEAX (8.21) vs JEPAX (7.78). BMEAX was incepted earlier than JEPAX: BMEAX (27 years) vs JEPAX (7 years). BMEAX (1.23) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. BMEAX (85.00). BMEAX (5%) and JEPAX (5%) have equivalent initial investment costs. BMEAX (1000) and JEPAX (1000) have matching initial minimum investment requirements. JEPAX annual gain was more profitable for investors over the last year : 5.55 vs. BMEAX (2.29). BMEAX return over 5 years is better than : 74.34 vs. JEPAX (68.79).
| BMEAX | JEPAX | BMEAX / JEPAX | |
| Total Expense Ratio | 1.10 | 0.85 | 129% |
| Annual Report Gross Expense Ratio | 1.23 | 0.85 | 145% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 0.705 | -0.949 | -74% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 6.26B | 28% |
| Annual Yield % from dividends | 8.21 | 7.78 | 106% |
| Returns for 1 year | 2.29 | 5.55 | 41% |
| Returns for 3 years | 19.01 | 26.45 | 72% |
| Returns for 5 years | 74.34 | 68.79 | 108% |
| Returns for 10 years | -5.99 | N/A | - |
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