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BMECX vs JEPIX
BMECX vs JEPIX Comparison Chart
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BMECX vs. JEPIX commentary
Apr 24, 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 BMECX is a StrongBuy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.93B vs. BMECX (1.54B). JEPIX pays higher dividends than BMECX: JEPIX (7.56) vs BMECX (6.96). BMECX was incepted earlier than JEPIX: BMECX (27 years) vs JEPIX (7 years). BMECX (1.98) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. BMECX (85.00). BMECX has a lower initial minimum investment than JEPIX: BMECX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 2.50 vs. BMECX (-0.67). JEPIX return over 5 years is better than : 65.92 vs. BMECX (62.67).
| BMECX | JEPIX | BMECX / JEPIX | |
| Total Expense Ratio | 1.85 | 0.60 | 308% |
| Annual Report Gross Expense Ratio | 1.98 | 0.60 | 330% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | -3.895 | -5.382 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 5.93B | 26% |
| Annual Yield % from dividends | 6.96 | 7.56 | 92% |
| Returns for 1 year | -0.67 | 2.50 | -27% |
| Returns for 3 years | 6.18 | 15.82 | 39% |
| Returns for 5 years | 62.67 | 65.92 | 95% |
| Returns for 10 years | -34.55 | N/A | - |