BALI
Price
$31.74
Change
+$0.07 (+0.22%)
Updated
Dec 3 closing price
Net Assets
638.04M
Intraday BUY SELL Signals
JEPI
Price
$57.48
Change
+$0.31 (+0.54%)
Updated
Dec 3, 04:59 PM (EDT)
Net Assets
41.03B
Intraday BUY SELL Signals
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BALI vs JEPI

Header iconBALI vs JEPI Comparison
Open Charts BALI vs JEPIBanner chart's image
iShares U.S. Large Cap Prm Inc Act ETF
Price$31.74
Change+$0.07 (+0.22%)
Volume$200.76K
Net Assets638.04M
JPMorgan Equity Premium Income ETF
Price$57.48
Change+$0.31 (+0.54%)
Volume$18.81K
Net Assets41.03B
BALI vs JEPI Comparison Chart in %
BALI
Daily Signal:
Gain/Loss:
JEPI
Daily Signal:
Gain/Loss:
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VS
BALI vs. JEPI commentary
Dec 04, 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.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
JEPI has more net assets: 41B vs. BALI (638M). BALI has a higher annual dividend yield than JEPI: BALI (12.867) vs JEPI (6.441). BALI was incepted earlier than JEPI: BALI (2 years) vs JEPI (6 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 YTD12.8676.441200%
Net Assets638M41B2%
Total Expense Ratio0.350.35100%
Turnover90.00172.0052%
Yield8.108.1599%
Fund Existence2 years6 years-
TECHNICAL ANALYSIS
Technical Analysis
BALIJEPI
RSI
ODDS (%)
Bullish Trend 6 days ago
90%
N/A
Stochastic
ODDS (%)
Bearish Trend 6 days ago
56%
Bearish Trend 6 days ago
55%
Momentum
ODDS (%)
Bullish Trend 6 days ago
77%
Bullish Trend 6 days ago
79%
MACD
ODDS (%)
Bullish Trend 6 days ago
88%
Bullish Trend 6 days ago
78%
TrendWeek
ODDS (%)
Bullish Trend 6 days ago
90%
Bullish Trend 6 days ago
79%
TrendMonth
ODDS (%)
Bullish Trend 6 days ago
90%
Bullish Trend 6 days ago
76%
Advances
ODDS (%)
Bullish Trend 6 days ago
90%
Bullish Trend 6 days ago
76%
Declines
ODDS (%)
Bearish Trend 16 days ago
57%
Bearish Trend 16 days ago
66%
BollingerBands
ODDS (%)
Bullish Trend 6 days ago
90%
N/A
Aroon
ODDS (%)
Bullish Trend 6 days ago
90%
Bearish Trend 6 days ago
62%
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BALI
Daily Signal:
Gain/Loss:
JEPI
Daily Signal:
Gain/Loss:
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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 79% 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%
+0.19%
JHG - BALI
79%
Closely correlated
-0.88%
PH - BALI
79%
Closely correlated
+0.33%
MS - BALI
79%
Closely correlated
+0.35%
AXP - BALI
78%
Closely correlated
+0.10%
TROW - BALI
76%
Closely correlated
+0.86%
More

JEPI and

Correlation & Price change

A.I.dvisor indicates that over the last year, JEPI has been closely correlated with MET. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPI jumps, then MET could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JEPI
1D Price
Change %
JEPI100%
-0.10%
MET - JEPI
77%
Closely correlated
N/A
AXP - JEPI
77%
Closely correlated
+0.10%
CPAY - JEPI
76%
Closely correlated
-0.44%
EMR - JEPI
75%
Closely correlated
-0.03%
AMP - JEPI
74%
Closely correlated
+0.41%
More