BALI
Price
$30.19
Change
+$0.19 (+0.63%)
Updated
Jul 3 closing price
Net Assets
353.05M
JEPI
Price
$56.96
Change
+$0.15 (+0.26%)
Updated
Jul 3 closing price
Net Assets
41.14B
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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$30.19
Change+$0.19 (+0.63%)
Volume$93.75K
Net Assets353.05M
JPMorgan Equity Premium Income ETF
Price$56.96
Change+$0.15 (+0.26%)
Volume$4M
Net Assets41.14B
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 06, 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: 41.1B vs. BALI (353M). BALI has a higher annual dividend yield than JEPI: BALI (4.893) vs JEPI (3.440). 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 YTD4.8933.440142%
Net Assets353M41.1B1%
Total Expense Ratio0.350.35100%
Turnover90.00174.0052%
Yield7.918.2296%
Fund Existence2 years5 years-
TECHNICAL ANALYSIS
Technical Analysis
BALIJEPI
RSI
ODDS (%)
Bearish Trend 4 days ago
52%
Bearish Trend 4 days ago
49%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
71%
Bearish Trend 4 days ago
55%
Momentum
ODDS (%)
N/A
Bullish Trend 4 days ago
84%
MACD
ODDS (%)
Bullish Trend 4 days ago
84%
Bullish Trend 4 days ago
81%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
89%
Bullish Trend 4 days ago
81%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
89%
Bullish Trend 4 days ago
77%
Advances
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
79%
Declines
ODDS (%)
Bearish Trend 17 days ago
63%
Bearish Trend 19 days ago
70%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
77%
Bearish Trend 4 days ago
57%
Aroon
ODDS (%)
Bullish Trend 4 days ago
86%
Bullish Trend 4 days ago
73%
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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%
+0.62%
JHG - BALI
81%
Closely correlated
+0.47%
AXP - BALI
80%
Closely correlated
+0.77%
TROW - BALI
80%
Closely correlated
+0.19%
PH - BALI
79%
Closely correlated
+1.08%
AMZN - BALI
78%
Closely correlated
+1.59%
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
+1.43%
SYK - JEPI
71%
Closely correlated
+0.89%
CMI - JEPI
70%
Closely correlated
-0.48%
CAT - JEPI
70%
Closely correlated
-0.14%
VLTO - JEPI
69%
Closely correlated
+0.89%
More