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BMEAX vs JEPRX
BMEAX vs JEPRX Comparison Chart in %
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BMEAX vs. JEPRX commentary
Aug 07, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.34B vs. BMEAX (1.86B). JEPRX pays higher dividends than BMEAX: JEPRX (8.72) vs BMEAX (7.85). BMEAX was incepted earlier than JEPRX: BMEAX (27 years) vs JEPRX (7 years). BMEAX (1.23) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. BMEAX (85.00). BMEAX has a lower initial minimum investment than JEPRX: BMEAX (1000) vs JEPRX (15000000). JEPRX (9.48) and BMEAX (9.11) have marching annual gain over last year. BMEAX return over 5 years is better than : 72.50 vs. JEPRX (62.17).
| BMEAX | JEPRX | BMEAX / JEPRX | |
| Total Expense Ratio | 1.10 | 0.35 | 314% |
| Annual Report Gross Expense Ratio | 1.23 | 0.35 | 351% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 7.149 | 2.117 | 338% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 6.34B | 29% |
| Annual Yield % from dividends | 7.85 | 8.72 | 90% |
| Returns for 1 year | 9.11 | 9.48 | 96% |
| Returns for 3 years | 26.64 | 27.92 | 95% |
| Returns for 5 years | 72.50 | 62.17 | 117% |
| Returns for 10 years | 0.81 | N/A | - |
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