Ad is loading...
BMEAX vs JEPIX
BMEAX vs JEPIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMEAX vs. JEPIX commentary
Feb 23, 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 Hold and JEPIX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.56B vs. BMEAX (1.95B). 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). JEPIX annual gain was more profitable for investors over the last year : 11.90 vs. BMEAX (10.16). JEPIX return over 5 years is better than : 51.75 vs. BMEAX (45.38).
| 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 | 4.090 | 2.838 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 6.56B | 30% |
| Annual Yield % from dividends | 6.27 | 7.29 | 86% |
| Returns for 1 year | 10.16 | 11.90 | 85% |
| Returns for 3 years | 18.93 | 30.46 | 62% |
| Returns for 5 years | 45.38 | 51.75 | 88% |
| Returns for 10 years | -1.16 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JAMVX | 18.74 | -0.30 | -1.58% |
| Janus Henderson VIT Mid Cap Value Instl | |||
| DLDYX | 44.10 | -1.34 | -2.95% |
| BNY Mellon Natural Resources Y | |||
| LMPFX | 102.76 | -3.31 | -3.12% |
| ClearBridge Growth FI | |||
| KGROX | 12.25 | -0.42 | -3.31% |
| Kennedy Capital Small Cap Growth Instl | |||
| HDMBX | 14.63 | -0.60 | -3.94% |
| Hartford Small Company HLS IB | |||