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BMEAX vs JEPSX
BMEAX vs JEPSX Comparison Chart
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BMEAX vs. JEPSX commentary
Apr 18, 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 StrongBuy and JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 5.92B vs. BMEAX (1.53B). BMEAX (7.73) and JEPSX (7.71) have matching dividends . 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 annual gain was more profitable for investors over the last year : 3.98 vs. BMEAX (1.01). BMEAX (65.51) and JEPSX (65.51) have equivalent 5 years return.
| 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 | -5.003 | -5.561 | 90% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 5.92B | 26% |
| Annual Yield % from dividends | 7.73 | 7.71 | 100% |
| Returns for 1 year | 1.01 | 3.98 | 25% |
| Returns for 3 years | 5.62 | 14.18 | 40% |
| Returns for 5 years | 65.51 | 65.51 | 100% |
| Returns for 10 years | -12.51 | N/A | - |
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