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BMEAX vs JEPIX
BMEAX vs JEPIX Comparison Chart
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BMEAX vs. JEPIX commentary
Dec 19, 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 Hold and JEPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.49B vs. BMEAX (1.92B). 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 : 15.36 vs. BMEAX (10.55). JEPIX return over 5 years is better than : 56.01 vs. BMEAX (39.38).
| 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 | 8.433 | 14.269 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 6.49B | 30% |
| Annual Yield % from dividends | 6.27 | 7.29 | 86% |
| Returns for 1 year | 10.55 | 15.36 | 69% |
| Returns for 3 years | 19.54 | 24.00 | 81% |
| Returns for 5 years | 39.38 | 56.01 | 70% |
| Returns for 10 years | -0.35 | N/A | - |
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