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BALI vs JEPQ
BALI vs JEPQ Comparison Chart
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BALI vs. JEPQ commentary
Apr 29, 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 Buy and JEPQ is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPQ has more net assets: 23.8B vs. BALI (299M). BALI has a higher annual dividend yield than JEPQ: BALI (-5.648) vs JEPQ (-6.865). BALI was incepted earlier than JEPQ: BALI (2 years) vs JEPQ (3 years). BALI (0.35) and JEPQ (0.35) have comparable expense ratios . JEPQ has a higher turnover BALI (23.00) vs BALI (23.00).
| BALI | JEPQ | BALI / JEPQ | |
| Gain YTD | -5.648 | -6.865 | 82% |
| Net Assets | 299M | 23.8B | 1% |
| Total Expense Ratio | 0.35 | 0.35 | 100% |
| Turnover | 23.00 | 168.00 | 14% |
| Yield | 7.62 | 10.92 | 70% |
| Fund Existence | 2 years | 3 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BALI | JEPQ | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 90% | 4 days ago 84% |
| Stochastic ODDS (%) | 4 days ago 50% | 4 days ago 56% |
| Momentum ODDS (%) | 4 days ago 75% | 4 days ago 86% |
| MACD ODDS (%) | 4 days ago 81% | 4 days ago 83% |
| TrendWeek ODDS (%) | 4 days ago 89% | 4 days ago 88% |
| TrendMonth ODDS (%) | 4 days ago 75% | 4 days ago 83% |
| Advances ODDS (%) | 4 days ago 90% | 4 days ago 86% |
| Declines ODDS (%) | 13 days ago 60% | 8 days ago 75% |
| BollingerBands ODDS (%) | 4 days ago 89% | 4 days ago 90% |
| Aroon ODDS (%) | 4 days ago 82% | 4 days ago 90% |
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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.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To BALI | 1D Price Change % | ||
|---|---|---|---|---|
| BALI | 100% | +0.65% | ||
| JHG - BALI | 80% Closely correlated | -0.36% | ||
| TROW - BALI | 78% Closely correlated | -1.21% | ||
| AXP - BALI | 78% Closely correlated | -0.94% | ||
| MS - BALI | 77% Closely correlated | +0.35% | ||
| MSFT - BALI | 76% Closely correlated | +1.17% | ||
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JEPQ and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEPQ has been closely correlated with AMZN. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPQ jumps, then AMZN could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To JEPQ | 1D Price Change % | ||
|---|---|---|---|---|
| JEPQ | 100% | +0.04% | ||
| AMZN - JEPQ | 70% Closely correlated | -0.68% | ||
| MSFT - JEPQ | 69% Closely correlated | -0.18% | ||
| AMD - JEPQ | 68% Closely correlated | -0.26% | ||
| AVGO - JEPQ | 68% Closely correlated | +0.08% | ||
| SNPS - JEPQ | 67% Closely correlated | -0.59% | ||
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