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BOE vs JEPI
BOE vs JEPI Comparison Chart in %
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BOE vs. JEPI commentary
Jul 13, 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 BOE is a Hold and JEPI is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 41B vs. BOE (692M). BOE has a higher annual dividend yield than JEPI: BOE (11.039) vs JEPI (3.077). BOE was incepted earlier than JEPI: BOE (20 years) vs JEPI (5 years). JEPI (0.35) has a lower expense ratio than BOE (1.09). JEPI has a higher turnover BOE (51.00) vs BOE (51.00).
| BOE | JEPI | BOE / JEPI | |
| Gain YTD | 11.039 | 3.077 | 359% |
| Net Assets | 692M | 41B | 2% |
| Total Expense Ratio | 1.09 | 0.35 | 311% |
| Turnover | 51.00 | 174.00 | 29% |
| Yield | 1.48 | 8.22 | 18% |
| Fund Existence | 20 years | 5 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BOE | JEPI | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 83% | 3 days ago 56% |
| Stochastic ODDS (%) | 3 days ago 75% | 3 days ago 64% |
| Momentum ODDS (%) | 3 days ago 83% | 3 days ago 82% |
| MACD ODDS (%) | 3 days ago 84% | 3 days ago 79% |
| TrendWeek ODDS (%) | 3 days ago 75% | 3 days ago 69% |
| TrendMonth ODDS (%) | 3 days ago 79% | 3 days ago 77% |
| Advances ODDS (%) | 5 days ago 81% | 5 days ago 79% |
| Declines ODDS (%) | 3 days ago 76% | 26 days ago 70% |
| BollingerBands ODDS (%) | 3 days ago 84% | 3 days ago 60% |
| Aroon ODDS (%) | 3 days ago 78% | 3 days ago 74% |
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BOE and
Correlation & Price change
A.I.dvisor tells us that BOE and MSFT have been poorly correlated (+15% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that BOE and MSFT's prices will move in lockstep.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To BOE | 1D Price Change % | ||
|---|---|---|---|---|
| BOE | 100% | -0.44% | ||
| MSFT - BOE | 15% Poorly correlated | +0.37% | ||
| AAPL - BOE | 9% Poorly correlated | +0.01% | ||
| UNP - BOE | 8% Poorly correlated | -0.80% | ||
| AZN - BOE | 7% Poorly correlated | -0.95% | ||
| ACN - BOE | 4% Poorly correlated | -2.53% | ||
More | ||||
JEPI and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEPI has been closely correlated with EMR. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPI jumps, then EMR could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To JEPI | 1D Price Change % | ||
|---|---|---|---|---|
| JEPI | 100% | -0.35% | ||
| EMR - JEPI | 75% Closely correlated | -0.41% | ||
| CMI - JEPI | 71% Closely correlated | -0.36% | ||
| SYK - JEPI | 71% Closely correlated | -1.37% | ||
| CAT - JEPI | 70% Closely correlated | -0.59% | ||
| VLTO - JEPI | 70% Closely correlated | -1.16% | ||
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