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BALI vs JEPI
BALI vs JEPI Comparison Chart
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BALI vs. JEPI commentary
May 19, 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 BALI is a Hold and JEPI is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 39.9B vs. BALI (330M). JEPI has a higher annual dividend yield than BALI: JEPI (0.438) vs BALI (0.203). BALI was incepted earlier than JEPI: BALI (2 years) vs JEPI (5 years). BALI (0.35) and JEPI (0.35) have comparable expense ratios . JEPI has a higher turnover BALI (90.00) vs BALI (90.00).
| BALI | JEPI | BALI / JEPI | |
| Gain YTD | 0.203 | 0.438 | 46% |
| Net Assets | 330M | 39.9B | 1% |
| Total Expense Ratio | 0.35 | 0.35 | 100% |
| Turnover | 90.00 | 174.00 | 52% |
| Yield | 8.19 | 7.79 | 105% |
| Fund Existence | 2 years | 5 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BALI | JEPI | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 63% | N/A |
| Stochastic ODDS (%) | 4 days ago 56% | 4 days ago 61% |
| Momentum ODDS (%) | 4 days ago 90% | 4 days ago 85% |
| MACD ODDS (%) | 4 days ago 81% | 4 days ago 78% |
| TrendWeek ODDS (%) | 4 days ago 88% | 4 days ago 81% |
| TrendMonth ODDS (%) | 4 days ago 88% | 4 days ago 77% |
| Advances ODDS (%) | 4 days ago 89% | 4 days ago 79% |
| Declines ODDS (%) | 14 days ago 61% | 6 days ago 70% |
| BollingerBands ODDS (%) | 4 days ago 67% | N/A |
| Aroon ODDS (%) | 4 days ago 85% | 4 days ago 73% |
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BALI and
Correlation & Price change
A.I.dvisor indicates that over the last year, BALI has been closely correlated with JHG. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if BALI jumps, then JHG could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To BALI | 1D Price Change % | ||
|---|---|---|---|---|
| BALI | 100% | +0.76% | ||
| JHG - BALI | 80% Closely correlated | +0.81% | ||
| TROW - BALI | 79% Closely correlated | +0.42% | ||
| AXP - BALI | 79% Closely correlated | +0.06% | ||
| MS - BALI | 77% Closely correlated | -0.25% | ||
| PH - BALI | 77% Closely correlated | +1.15% | ||
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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% | +0.50% | ||
| EMR - JEPI | 75% Closely correlated | +0.74% | ||
| CMI - JEPI | 69% Closely correlated | +0.71% | ||
| CAT - JEPI | 69% Closely correlated | +1.08% | ||
| SYK - JEPI | 69% Closely correlated | +0.51% | ||
| PPG - JEPI | 68% Closely correlated | +0.90% | ||
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