BALI
Price
$31.59
Change
-$0.29 (-0.91%)
Updated
Nov 13, 04:59 PM (EDT)
Net Assets
609.64M
Intraday BUY SELL Signals
JEPI
Price
$56.86
Change
-$0.42 (-0.73%)
Updated
Nov 13 closing price
Net Assets
40.77B
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$31.59
Change-$0.29 (-0.91%)
Volume$4.07K
Net Assets609.64M
JPMorgan Equity Premium Income ETF
Price$56.86
Change-$0.42 (-0.73%)
Volume$4.52M
Net Assets40.77B
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
Nov 14, 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 Buy and JEPI is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
JEPI has more net assets: 40.8B vs. BALI (610M). BALI has a higher annual dividend yield than JEPI: BALI (13.543) vs JEPI (6.683). 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 YTD13.5436.683203%
Net Assets610M40.8B1%
Total Expense Ratio0.350.35100%
Turnover90.00172.0052%
Yield7.838.3594%
Fund Existence2 years5 years-
TECHNICAL ANALYSIS
Technical Analysis
BALIJEPI
RSI
ODDS (%)
N/A
Bullish Trend 2 days ago
75%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
43%
Bearish Trend 2 days ago
57%
Momentum
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
67%
MACD
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
81%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
80%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
77%
Advances
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 2 days ago
76%
Declines
ODDS (%)
Bearish Trend 23 days ago
57%
Bearish Trend 29 days ago
67%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
73%
Bearish Trend 2 days ago
68%
Aroon
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 4 days ago
77%
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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%
-0.09%
JHG - BALI
79%
Closely correlated
+0.70%
PH - BALI
79%
Closely correlated
-0.42%
MS - BALI
79%
Closely correlated
+2.05%
AXP - BALI
78%
Closely correlated
+0.71%
TROW - BALI
76%
Closely correlated
+1.06%
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%
+0.30%
MET - JEPI
77%
Closely correlated
+3.11%
AXP - JEPI
77%
Closely correlated
+0.71%
CPAY - JEPI
76%
Closely correlated
-1.36%
EMR - JEPI
75%
Closely correlated
+2.25%
AMP - JEPI
74%
Closely correlated
+1.20%
More