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BALI vs JEPI
BALI vs JEPI Comparison Chart in %
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BALI vs. JEPI commentary
Aug 17, 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: 40.9B vs. BALI (377M). BALI has a higher annual dividend yield than JEPI: BALI (8.254) vs JEPI (3.606). 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 | 8.254 | 3.606 | 229% |
| Net Assets | 377M | 40.9B | 1% |
| Total Expense Ratio | 0.35 | 0.35 | 100% |
| Turnover | 90.00 | 174.00 | 52% |
| Yield | 8.01 | 8.40 | 95% |
| Fund Existence | 2 years | 5 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BALI | JEPI | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 46% | 3 days ago 77% |
| Stochastic ODDS (%) | 3 days ago 42% | 3 days ago 52% |
| Momentum ODDS (%) | 3 days ago 79% | 3 days ago 76% |
| MACD ODDS (%) | 3 days ago 82% | 3 days ago 76% |
| TrendWeek ODDS (%) | 3 days ago 90% | 3 days ago 80% |
| TrendMonth ODDS (%) | 3 days ago 90% | 3 days ago 78% |
| Advances ODDS (%) | 4 days ago 90% | 5 days ago 77% |
| Declines ODDS (%) | 17 days ago 61% | 17 days ago 69% |
| BollingerBands ODDS (%) | 3 days ago 64% | 3 days ago 90% |
| Aroon ODDS (%) | 3 days ago 88% | 3 days ago 78% |
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BALI and
Correlation & Price change
A.I.dvisor indicates that over the last year, BALI has been closely correlated with PH. 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 PH could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To BALI | 1D Price Change % | ||
|---|---|---|---|---|
| BALI | 100% | -0.23% | ||
| PH - BALI | 79% Closely correlated | -2.06% | ||
| JHG - BALI | 79% Closely correlated | -1.97% | ||
| MS - BALI | 78% Closely correlated | -2.61% | ||
| MCO - BALI | 78% Closely correlated | -0.75% | ||
| TROW - BALI | 77% Closely correlated | -1.85% | ||
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 78% 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% | +0.12% | ||
| MET - JEPI | 78% Closely correlated | -0.76% | ||
| DOV - JEPI | 77% Closely correlated | -1.59% | ||
| CPAY - JEPI | 76% Closely correlated | -0.80% | ||
| EMR - JEPI | 75% Closely correlated | -1.56% | ||
| AMP - JEPI | 75% Closely correlated | -2.07% | ||
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