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BMEAX vs JEPIX
BMEAX vs JEPIX Comparison
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BMEAX vs JEPIX Comparison Chart in %
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BMEAX vs. JEPIX commentary
Aug 23, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.01B vs. BMEAX (2.23B). JEPIX pays higher dividends than BMEAX: JEPIX (7.93) vs BMEAX (7.26). BMEAX was incepted earlier than JEPIX: BMEAX (28 years) vs JEPIX (8 years). BMEAX (1.22) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 176.00 vs. BMEAX (130.00). BMEAX has a lower initial minimum investment than JEPIX: BMEAX (1000) vs JEPIX (1000000). BMEAX annual gain was more profitable for investors over the last year : 21.50 vs. JEPIX (10.14). BMEAX return over 5 years is better than : 59.65 vs. JEPIX (41.27).
| BMEAX | JEPIX | BMEAX / JEPIX | |
| Total Expense Ratio | 1.10 | 0.59 | 186% |
| Annual Report Gross Expense Ratio | 1.22 | 0.59 | 207% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 13.694 | 5.579 | 245% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 5.01B | 44% |
| Annual Yield % from dividends | 7.26 | 7.93 | 92% |
| Returns for 1 year | 21.50 | 10.14 | 212% |
| Returns for 3 years | 53.06 | 34.15 | 155% |
| Returns for 5 years | 59.65 | 41.27 | 145% |
| Returns for 10 years | 39.23 | N/A | - |
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