Interact to see
Advertisement
Advertisement
BMECX vs JEPIX
BMECX vs JEPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMECX vs. JEPIX commentary
Jun 28, 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 Buy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.32B vs. BMECX (1.82B). JEPIX pays higher dividends than BMECX: JEPIX (8.28) vs BMECX (7.26). 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 (7.37) and BMECX (7.27) have marching annual gain over last year. JEPIX return over 5 years is better than : 75.00 vs. BMECX (71.05).
| 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 | 4.604 | 0.817 | 563% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 6.32B | 29% |
| Annual Yield % from dividends | 7.26 | 8.28 | 88% |
| Returns for 1 year | 7.27 | 7.37 | 99% |
| Returns for 3 years | 23.93 | 30.68 | 78% |
| Returns for 5 years | 71.05 | 75.00 | 95% |
| Returns for 10 years | -27.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement