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BALI vs JEPQ
BALI vs JEPQ Comparison Chart in %
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BALI vs. JEPQ commentary
Aug 18, 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 JEPQ is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPQ has more net assets: 29.1B vs. BALI (377M). BALI has a higher annual dividend yield than JEPQ: BALI (8.254) vs JEPQ (5.913). 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 (90.00) vs BALI (90.00).
| BALI | JEPQ | BALI / JEPQ | |
| Gain YTD | 8.254 | 5.913 | 140% |
| Net Assets | 377M | 29.1B | 1% |
| Total Expense Ratio | 0.35 | 0.35 | 100% |
| Turnover | 90.00 | 168.00 | 54% |
| Yield | 8.01 | 11.22 | 71% |
| Fund Existence | 2 years | 3 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BALI | JEPQ | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 46% | 3 days ago 56% |
| Stochastic ODDS (%) | 3 days ago 42% | 3 days ago 55% |
| Momentum ODDS (%) | 3 days ago 79% | 3 days ago 88% |
| MACD ODDS (%) | 3 days ago 82% | 3 days ago 85% |
| TrendWeek ODDS (%) | 3 days ago 90% | 3 days ago 89% |
| TrendMonth ODDS (%) | 3 days ago 90% | 3 days ago 89% |
| Advances ODDS (%) | 4 days ago 90% | 4 days ago 88% |
| Declines ODDS (%) | 17 days ago 61% | N/A |
| BollingerBands ODDS (%) | 3 days ago 64% | 3 days ago 67% |
| Aroon ODDS (%) | 3 days ago 88% | 3 days ago 90% |
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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 | ||||
JEPQ and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEPQ has been closely correlated with NVDA. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPQ jumps, then NVDA could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To JEPQ | 1D Price Change % | ||
|---|---|---|---|---|
| JEPQ | 100% | -0.02% | ||
| NVDA - JEPQ | 78% Closely correlated | -0.86% | ||
| ADI - JEPQ | 77% Closely correlated | -1.94% | ||
| AMD - JEPQ | 76% Closely correlated | -1.90% | ||
| AMZN - JEPQ | 76% Closely correlated | +0.02% | ||
| ETN - JEPQ | 74% Closely correlated | -1.15% | ||
More | ||||