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BMEAX vs JEPRX
BMEAX vs JEPRX Comparison Chart
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BMEAX vs. JEPRX 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 JEPRX is a Hold.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.56B vs. BMEAX (1.95B). JEPRX pays higher dividends than BMEAX: JEPRX (7.53) vs BMEAX (6.27). BMEAX was incepted earlier than JEPRX: BMEAX (27 years) vs JEPRX (6 years). JEPRX is a more actively managed with annual turnover of: 189.00 vs. BMEAX (126.00). BMEAX has a lower initial minimum investment than JEPRX: BMEAX (1000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 12.10 vs. BMEAX (10.16). JEPRX return over 5 years is better than : 53.57 vs. BMEAX (45.38).
| BMEAX | JEPRX | BMEAX / JEPRX | |
| 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 | 2.861 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 6.56B | 30% |
| Annual Yield % from dividends | 6.27 | 7.53 | 83% |
| Returns for 1 year | 10.16 | 12.10 | 84% |
| Returns for 3 years | 18.93 | 31.36 | 60% |
| Returns for 5 years | 45.38 | 53.57 | 85% |
| Returns for 10 years | -1.16 | N/A | - |
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