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BMEAX vs JEPCX
BMEAX vs JEPCX Comparison Chart in %
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BMEAX vs. JEPCX commentary
Oct 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 BMEAX is a Buy and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.28B vs. BMEAX (1.94B). BMEAX (7.56) and JEPCX (7.47) have matching dividends . BMEAX was incepted earlier than JEPCX: BMEAX (27 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than BMEAX (1.23). JEPCX is a more actively managed with annual turnover of: 176.00 vs. BMEAX (130.00). BMEAX (1000) and JEPCX (1000) have matching initial minimum investment requirements. BMEAX annual gain was more profitable for investors over the last year : 8.34 vs. JEPCX (3.79). BMEAX return over 5 years is better than : 79.86 vs. JEPCX (56.66).
| BMEAX | JEPCX | BMEAX / JEPCX | |
| Total Expense Ratio | 1.10 | 1.35 | 81% |
| Annual Report Gross Expense Ratio | 1.23 | 1.35 | 91% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 12.585 | 4.781 | 263% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 6.28B | 31% |
| Annual Yield % from dividends | 7.56 | 7.47 | 101% |
| Returns for 1 year | 8.34 | 3.79 | 220% |
| Returns for 3 years | 46.17 | 39.71 | 116% |
| Returns for 5 years | 79.86 | 56.66 | 141% |
| Returns for 10 years | 11.36 | N/A | - |
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