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BMEAX vs JEPIX
BMEAX vs JEPIX Comparison Chart
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BMEAX vs. JEPIX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.45B vs. BMEAX (1.97B). JEPIX pays higher dividends than BMEAX: JEPIX (7.29) vs BMEAX (6.27). BMEAX was incepted earlier than JEPIX: BMEAX (27 years) vs JEPIX (6 years). JEPIX is a more actively managed with annual turnover of: 189.00 vs. BMEAX (126.00). BMEAX has a lower initial minimum investment than JEPIX: BMEAX (1000) vs JEPIX (1000000). BMEAX (17.64) and JEPIX (17.64) have marching annual gain over last year. JEPIX return over 5 years is better than : 58.02 vs. BMEAX (45.46).
| BMEAX | JEPIX | BMEAX / JEPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | 10.381 | 13.828 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 6.45B | 31% |
| Annual Yield % from dividends | 6.27 | 7.29 | 86% |
| Returns for 1 year | 17.64 | 17.64 | 100% |
| Returns for 3 years | 18.73 | 24.49 | 76% |
| Returns for 5 years | 45.46 | 58.02 | 78% |
| Returns for 10 years | -11.97 | N/A | - |
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