BALI
Price
$32.18
Change
+$0.51 (+1.61%)
Updated
Feb 3 closing price
Net Assets
764.52M
Intraday BUY SELL Signals
JEPI
Price
$58.26
Change
+$1.51 (+2.66%)
Updated
Feb 3 closing price
Net Assets
43.15B
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$32.18
Change+$0.51 (+1.61%)
Volume$164.12K
Net Assets764.52M
JPMorgan Equity Premium Income ETF
Price$58.26
Change+$1.51 (+2.66%)
Volume$6.1M
Net Assets43.15B
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
Feb 04, 2026

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: 43.2B vs. BALI (765M). JEPI has a higher annual dividend yield than BALI: JEPI (2.665) vs BALI (2.143). BALI was incepted earlier than JEPI: BALI (2 years) vs JEPI (6 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 YTD2.1432.66580%
Net Assets765M43.2B2%
Total Expense Ratio0.350.35100%
Turnover90.00172.0052%
Yield8.338.06103%
Fund Existence2 years6 years-
TECHNICAL ANALYSIS
Technical Analysis
BALIJEPI
RSI
ODDS (%)
N/A
Bearish Trend 3 days ago
55%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
59%
Bearish Trend 3 days ago
53%
Momentum
ODDS (%)
Bullish Trend 1 day ago
83%
N/A
MACD
ODDS (%)
Bullish Trend 1 day ago
82%
Bullish Trend 3 days ago
80%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
62%
Bullish Trend 3 days ago
79%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
90%
Bullish Trend 3 days ago
76%
Advances
ODDS (%)
Bullish Trend 9 days ago
88%
Bullish Trend 3 days ago
76%
Declines
ODDS (%)
Bearish Trend 6 days ago
58%
Bearish Trend 8 days ago
66%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
74%
Bearish Trend 3 days ago
70%
Aroon
ODDS (%)
Bullish Trend 1 day ago
90%
Bullish Trend 3 days ago
74%
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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%
-0.65%
JHG - BALI
79%
Closely correlated
-0.27%
PH - BALI
79%
Closely correlated
+1.30%
MS - BALI
78%
Closely correlated
-1.18%
TROW - BALI
76%
Closely correlated
-3.74%
MCO - BALI
76%
Closely correlated
-8.90%
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%
+0.35%
MET - JEPI
77%
Closely correlated
+1.20%
AXP - JEPI
77%
Closely correlated
+0.19%
CPAY - JEPI
76%
Closely correlated
-3.10%
EMR - JEPI
75%
Closely correlated
+1.14%
AMP - JEPI
74%
Closely correlated
+0.95%
More