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BMEAX vs JEPSX
BMEAX vs JEPSX Comparison Chart
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BMEAX vs. JEPSX commentary
May 09, 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: 6.26B vs. BMEAX (1.75B). BMEAX (8.21) and JEPSX (8.19) 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 : 5.97 vs. BMEAX (2.29). BMEAX (74.34) and JEPSX (72.29) 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 | 0.705 | -0.818 | -86% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 6.26B | 28% |
| Annual Yield % from dividends | 8.21 | 8.19 | 100% |
| Returns for 1 year | 2.29 | 5.97 | 38% |
| Returns for 3 years | 19.01 | 28.06 | 68% |
| Returns for 5 years | 74.34 | 72.29 | 103% |
| Returns for 10 years | -5.99 | N/A | - |
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