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
Jul 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 BMECX is a Buy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.39B vs. BMECX (1.86B). JEPIX pays higher dividends than BMECX: JEPIX (8.28) vs BMECX (7.07). 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 : 6.99 vs. BMECX (5.04). JEPIX (65.82) and BMECX (65.69) have equivalent 5 years return.
| 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 | 6.719 | 2.346 | 286% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 6.39B | 29% |
| Annual Yield % from dividends | 7.07 | 8.28 | 85% |
| Returns for 1 year | 5.04 | 6.99 | 72% |
| Returns for 3 years | 29.08 | 33.06 | 88% |
| Returns for 5 years | 65.69 | 65.82 | 100% |
| Returns for 10 years | -27.50 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AFIFX | 89.27 | 0.32 | +0.36% |
| American Funds Fundamental Invs F1 | |||
| CTHRX | 104.49 | N/A | N/A |
| Columbia Global Technology Growth Inst2 | |||
| JHSMX | 12.19 | N/A | N/A |
| JHancock International Small Company R6 | |||
| OCMPX | 17.58 | N/A | N/A |
| Lazard International Quality Gr Open | |||
| HMVUX | 15.88 | N/A | N/A |
| Hartford MidCap Value R6 | |||