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BALI vs JEPI
BALI vs JEPI Comparison Chart
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BALI vs. JEPI commentary
Apr 28, 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 Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 38.2B vs. BALI (299M). JEPI has a higher annual dividend yield than BALI: JEPI (-2.674) vs BALI (-5.648). 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 (23.00) vs BALI (23.00).
| BALI | JEPI | BALI / JEPI | |
| Gain YTD | -5.648 | -2.674 | 211% |
| Net Assets | 299M | 38.2B | 1% |
| Total Expense Ratio | 0.35 | 0.35 | 100% |
| Turnover | 23.00 | 174.00 | 13% |
| Yield | 7.62 | 7.47 | 102% |
| Fund Existence | 2 years | 5 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BALI | JEPI | |
|---|---|---|
| RSI ODDS (%) | 7 days ago 90% | 7 days ago 84% |
| Stochastic ODDS (%) | 7 days ago 90% | 7 days ago 89% |
| Momentum ODDS (%) | 7 days ago 88% | 7 days ago 68% |
| MACD ODDS (%) | 7 days ago 90% | 7 days ago 80% |
| TrendWeek ODDS (%) | 7 days ago 65% | 7 days ago 69% |
| TrendMonth ODDS (%) | 7 days ago 74% | 7 days ago 71% |
| Advances ODDS (%) | 15 days ago 90% | 15 days ago 79% |
| Declines ODDS (%) | 13 days ago 60% | 13 days ago 69% |
| BollingerBands ODDS (%) | 7 days ago 90% | 7 days ago 90% |
| Aroon ODDS (%) | 7 days ago 64% | 7 days ago 54% |
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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 % | ||
|---|---|---|---|---|
| BALI | 100% | +0.65% | ||
| JHG - BALI | 79% Closely correlated | -0.36% | ||
| TROW - BALI | 78% Closely correlated | -1.21% | ||
| MS - BALI | 76% Closely correlated | +0.35% | ||
| PH - BALI | 76% Closely correlated | +0.20% | ||
| MCO - BALI | 76% Closely correlated | -0.22% | ||
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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% | +0.29% | ||
| EMR - JEPI | 75% Closely correlated | +0.22% | ||
| CMI - JEPI | 71% Closely correlated | -0.24% | ||
| PPG - JEPI | 69% Closely correlated | -1.50% | ||
| CAT - JEPI | 69% Closely correlated | -0.13% | ||
| SYK - JEPI | 68% Closely correlated | +1.11% | ||
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