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BALI vs JEPI
BALI vs JEPI Comparison Chart in %
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BALI vs. JEPI commentary
Oct 18, 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: 40.7B vs. BALI (544M). BALI has a higher annual dividend yield than JEPI: BALI (10.055) vs JEPI (4.608). 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 | 10.055 | 4.608 | 218% |
| Net Assets | 544M | 40.7B | 1% |
| Total Expense Ratio | 0.35 | 0.35 | 100% |
| Turnover | 90.00 | 172.00 | 52% |
| Yield | 7.80 | 8.37 | 93% |
| Fund Existence | 2 years | 5 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BALI | JEPI | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 45% | 2 days ago 86% |
| Stochastic ODDS (%) | 2 days ago 55% | 2 days ago 63% |
| Momentum ODDS (%) | 2 days ago 57% | 2 days ago 74% |
| MACD ODDS (%) | 2 days ago 68% | 2 days ago 58% |
| TrendWeek ODDS (%) | 2 days ago 61% | 2 days ago 67% |
| TrendMonth ODDS (%) | 2 days ago 75% | 2 days ago 77% |
| Advances ODDS (%) | 17 days ago 90% | 4 days ago 77% |
| Declines ODDS (%) | 8 days ago 57% | 2 days ago 67% |
| BollingerBands ODDS (%) | 2 days ago 90% | 2 days ago 89% |
| Aroon ODDS (%) | 2 days ago 90% | 2 days ago 75% |
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Interesting Tickers
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.
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5Y
| Ticker / NAME | Correlation To BALI | 1D Price Change % | ||
|---|---|---|---|---|
| BALI | 100% | -0.67% | ||
| JHG - BALI | 80% Closely correlated | -4.95% | ||
| AXP - BALI | 79% Closely correlated | -2.28% | ||
| PH - BALI | 79% Closely correlated | -1.59% | ||
| MS - BALI | 78% Closely correlated | -1.62% | ||
| TROW - BALI | 76% Closely correlated | -2.42% | ||
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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 % | ||
|---|---|---|---|---|
| JEPI | 100% | -0.63% | ||
| MET - JEPI | 77% Closely correlated | -4.63% | ||
| DOV - JEPI | 77% Closely correlated | +2.13% | ||
| AXP - JEPI | 77% Closely correlated | -2.28% | ||
| CPAY - JEPI | 76% Closely correlated | -3.57% | ||
| ADI - JEPI | 74% Closely correlated | +1.45% | ||
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