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BMEAX vs JEPSX
BMEAX vs JEPSX Comparison Chart
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BMEAX vs. JEPSX 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 JEPSX is a Hold.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.56B vs. BMEAX (1.95B). JEPSX pays higher dividends than BMEAX: JEPSX (7.43) vs BMEAX (6.27). BMEAX was incepted earlier than JEPSX: BMEAX (27 years) vs JEPSX (6 years). JEPSX is a more actively managed with annual turnover of: 189.00 vs. BMEAX (126.00). JEPSX has a lower initial minimum investment than BMEAX: JEPSX (0) vs BMEAX (1000). JEPSX annual gain was more profitable for investors over the last year : 12.06 vs. BMEAX (10.16). JEPSX return over 5 years is better than : 52.89 vs. BMEAX (45.38).
| BMEAX | JEPSX | BMEAX / JEPSX | |
| 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 | 2.850 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 6.56B | 30% |
| Annual Yield % from dividends | 6.27 | 7.43 | 84% |
| Returns for 1 year | 10.16 | 12.06 | 84% |
| Returns for 3 years | 18.93 | 31.13 | 61% |
| Returns for 5 years | 45.38 | 52.89 | 86% |
| Returns for 10 years | -1.16 | N/A | - |
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