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BMEAX vs JEPSX
BMEAX vs JEPSX Comparison Chart in %
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BMEAX vs. JEPSX 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 JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.34B vs. BMEAX (1.86B). JEPSX pays higher dividends than BMEAX: JEPSX (8.61) vs BMEAX (7.85). BMEAX was incepted earlier than JEPSX: BMEAX (27 years) vs JEPSX (7 years). BMEAX (1.23) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. BMEAX (85.00). JEPSX has a lower initial minimum investment than BMEAX: JEPSX (0) vs BMEAX (1000). JEPSX (9.36) and BMEAX (9.11) have marching annual gain over last year. BMEAX return over 5 years is better than : 72.50 vs. JEPSX (61.33).
| BMEAX | JEPSX | BMEAX / JEPSX | |
| Total Expense Ratio | 1.10 | 0.45 | 244% |
| Annual Report Gross Expense Ratio | 1.23 | 0.54 | 228% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 7.149 | 1.980 | 361% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 6.34B | 29% |
| Annual Yield % from dividends | 7.85 | 8.61 | 91% |
| Returns for 1 year | 9.11 | 9.36 | 97% |
| Returns for 3 years | 26.64 | 27.51 | 97% |
| Returns for 5 years | 72.50 | 61.33 | 118% |
| Returns for 10 years | 0.81 | N/A | - |
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