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BALI vs JEPI
BALI vs JEPI Comparison Chart
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BALI vs. JEPI commentary
Jun 15, 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: 40.1B vs. BALI (337M). JEPI (1.054) and BALI (1.011) have matching annual dividend yield . 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 | 1.011 | 1.054 | 96% |
| Net Assets | 337M | 40.1B | 1% |
| Total Expense Ratio | 0.35 | 0.35 | 100% |
| Turnover | 90.00 | 174.00 | 52% |
| Yield | 8.52 | 8.01 | 106% |
| Fund Existence | 2 years | 5 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BALI | JEPI | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 47% | 3 days ago 58% |
| Stochastic ODDS (%) | 3 days ago 65% | 3 days ago 54% |
| Momentum ODDS (%) | N/A | 3 days ago 84% |
| MACD ODDS (%) | 3 days ago 53% | 3 days ago 83% |
| TrendWeek ODDS (%) | 3 days ago 66% | 3 days ago 81% |
| TrendMonth ODDS (%) | 3 days ago 89% | 3 days ago 77% |
| Advances ODDS (%) | 6 days ago 89% | 27 days ago 79% |
| Declines ODDS (%) | 26 days ago 64% | 25 days ago 71% |
| BollingerBands ODDS (%) | 4 days ago 58% | N/A |
| Aroon ODDS (%) | 3 days ago 85% | 3 days ago 74% |
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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 % | ||
|---|---|---|---|---|
| BALI | 100% | -1.01% | ||
| JHG - BALI | 81% Closely correlated | -2.38% | ||
| AXP - BALI | 80% Closely correlated | -3.42% | ||
| TROW - BALI | 79% Closely correlated | -1.85% | ||
| PH - BALI | 78% Closely correlated | -1.91% | ||
| MS - BALI | 77% Closely correlated | -1.84% | ||
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 % | ||
|---|---|---|---|---|
| JEPI | 100% | -0.71% | ||
| EMR - JEPI | 75% Closely correlated | -0.93% | ||
| CMI - JEPI | 70% Closely correlated | -1.60% | ||
| SYK - JEPI | 70% Closely correlated | -0.84% | ||
| CAT - JEPI | 70% Closely correlated | -1.08% | ||
| PPG - JEPI | 68% Closely correlated | -5.11% | ||
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