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BMEAX vs JEPSX
BMEAX vs JEPSX Comparison Chart
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BMEAX vs. JEPSX commentary
Jun 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 StrongBuy and JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.31B vs. BMEAX (1.8B). JEPSX (8.43) and BMEAX (8.03) 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 : 6.83 vs. BMEAX (5.01). JEPSX return over 5 years is better than : 68.76 vs. BMEAX (60.84).
| 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 | 3.696 | 0.369 | 1,001% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 6.31B | 29% |
| Annual Yield % from dividends | 8.03 | 8.43 | 95% |
| Returns for 1 year | 5.01 | 6.83 | 73% |
| Returns for 3 years | 16.66 | 25.40 | 66% |
| Returns for 5 years | 60.84 | 68.76 | 88% |
| Returns for 10 years | -3.63 | N/A | - |
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