Interact to see
Advertisement
Advertisement
BMEAX vs JEPIX
BMEAX vs JEPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMEAX vs. JEPIX commentary
Jul 17, 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.37B vs. BMEAX (1.86B). JEPIX pays higher dividends than BMEAX: JEPIX (8.28) vs BMEAX (7.82). 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 : 6.91 vs. BMEAX (5.78). BMEAX return over 5 years is better than : 72.84 vs. JEPIX (65.34).
| 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 | 6.711 | 2.055 | 327% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 6.37B | 29% |
| Annual Yield % from dividends | 7.82 | 8.28 | 94% |
| Returns for 1 year | 5.78 | 6.91 | 84% |
| Returns for 3 years | 31.68 | 31.44 | 101% |
| Returns for 5 years | 72.84 | 65.34 | 111% |
| Returns for 10 years | -2.22 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement