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BMEAX vs JEPIX
BMEAX vs JEPIX Comparison Chart
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BMEAX vs. JEPIX 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.26B vs. BMEAX (1.75B). BMEAX (8.21) and JEPIX (8.04) have matching dividends . BMEAX was incepted earlier than JEPIX: BMEAX (27 years) vs JEPIX (7 years). BMEAX (1.23) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. BMEAX (85.00). BMEAX has a lower initial minimum investment than JEPIX: BMEAX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 5.82 vs. BMEAX (2.29). BMEAX (74.34) and JEPIX (71.01) have equivalent 5 years return.
| BMEAX | JEPIX | BMEAX / JEPIX | |
| Total Expense Ratio | 1.10 | 0.60 | 183% |
| Annual Report Gross Expense Ratio | 1.23 | 0.60 | 205% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 0.705 | -0.864 | -82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 6.26B | 28% |
| Annual Yield % from dividends | 8.21 | 8.04 | 102% |
| Returns for 1 year | 2.29 | 5.82 | 39% |
| Returns for 3 years | 19.01 | 27.50 | 69% |
| Returns for 5 years | 74.34 | 71.01 | 105% |
| Returns for 10 years | -5.99 | N/A | - |
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