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BMEAX vs JEPAX
BMEAX vs JEPAX Comparison
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BMEAX vs JEPAX Comparison Chart in %
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BMEAX vs. JEPAX commentary
Aug 23, 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 BMEAX is a StrongBuy and JEPAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 5.01B vs. BMEAX (2.23B). JEPAX pays higher dividends than BMEAX: JEPAX (7.67) vs BMEAX (7.26). BMEAX was incepted earlier than JEPAX: BMEAX (28 years) vs JEPAX (8 years). BMEAX (1.22) is less costly to investors than JEPAX (0.84). JEPAX is a more actively managed with annual turnover of: 176.00 vs. BMEAX (130.00). BMEAX (5%) and JEPAX (5%) have equivalent initial investment costs. BMEAX (1000) and JEPAX (1000) have matching initial minimum investment requirements. BMEAX annual gain was more profitable for investors over the last year : 21.50 vs. JEPAX (9.93). BMEAX return over 5 years is better than : 59.65 vs. JEPAX (39.50).
| BMEAX | JEPAX | BMEAX / JEPAX | |
| Total Expense Ratio | 1.10 | 0.84 | 131% |
| Annual Report Gross Expense Ratio | 1.22 | 0.84 | 145% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 13.694 | 5.496 | 249% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 5.01B | 44% |
| Annual Yield % from dividends | 7.26 | 7.67 | 95% |
| Returns for 1 year | 21.50 | 9.93 | 216% |
| Returns for 3 years | 53.06 | 33.14 | 160% |
| Returns for 5 years | 59.65 | 39.50 | 151% |
| Returns for 10 years | 39.23 | N/A | - |
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