BALI
Price
$30.74
Change
+$0.09 (+0.29%)
Updated
Jul 25 closing price
Net Assets
361.73M
JEPI
Price
$57.32
Change
+$0.15 (+0.26%)
Updated
Jul 25 closing price
Net Assets
41.29B
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BALI vs JEPI

Header iconBALI vs JEPI Comparison
Open Charts BALI vs JEPIBanner chart's image
iShares Advantage Large Cap Income ETF
Price$30.74
Change+$0.09 (+0.29%)
Volume$51.76K
Net Assets361.73M
JPMorgan Equity Premium Income ETF
Price$57.32
Change+$0.15 (+0.26%)
Volume$3.31M
Net Assets41.29B
BALI vs JEPI Comparison Chart in %
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BALI
Daily Signalchanged days ago
Gain/Loss if bought
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JEPI
Daily Signalchanged days ago
Gain/Loss if bought
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BALI vs. JEPI commentary
Jul 27, 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 StrongBuy and JEPI is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
JEPI has more net assets: 41.3B vs. BALI (362M). BALI has a higher annual dividend yield than JEPI: BALI (6.813) vs JEPI (4.094). 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).
BALIJEPIBALI / JEPI
Gain YTD6.8134.094166%
Net Assets362M41.3B1%
Total Expense Ratio0.350.35100%
Turnover90.00174.0052%
Yield7.918.2296%
Fund Existence2 years5 years-
TECHNICAL ANALYSIS
Technical Analysis
BALIJEPI
RSI
ODDS (%)
Bearish Trend 3 days ago
52%
Bearish Trend 3 days ago
55%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
44%
Bearish Trend 3 days ago
55%
Momentum
ODDS (%)
N/A
Bullish Trend 3 days ago
82%
MACD
ODDS (%)
Bullish Trend 3 days ago
90%
Bearish Trend 3 days ago
55%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
81%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
78%
Advances
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 5 days ago
78%
Declines
ODDS (%)
Bearish Trend 17 days ago
63%
N/A
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
69%
Bearish Trend 3 days ago
60%
Aroon
ODDS (%)
Bullish Trend 3 days ago
87%
Bullish Trend 3 days ago
74%
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BALI
Daily Signalchanged days ago
Gain/Loss if bought
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JEPI
Daily Signalchanged days ago
Gain/Loss if bought
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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 81% 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 %
BALI100%
+0.30%
JHG - BALI
81%
Closely correlated
+0.19%
PH - BALI
80%
Closely correlated
+1.26%
AXP - BALI
80%
Closely correlated
+1.09%
TROW - BALI
79%
Closely correlated
-0.59%
MS - BALI
78%
Closely correlated
+0.36%
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 %
JEPI100%
+0.26%
EMR - JEPI
75%
Closely correlated
+1.91%
SYK - JEPI
73%
Closely correlated
+1.73%
CMI - JEPI
71%
Closely correlated
+1.16%
CAT - JEPI
70%
Closely correlated
+0.98%
VLTO - JEPI
70%
Closely correlated
+0.01%
More