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BALI vs JEPQ
BALI vs JEPQ Comparison Chart in %
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BALI vs. JEPQ commentary
Jul 27, 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 StrongBuy and JEPQ is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPQ has more net assets: 28.5B vs. BALI (362M). BALI has a higher annual dividend yield than JEPQ: BALI (6.813) vs JEPQ (3.593). 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 | 6.813 | 3.593 | 190% |
| Net Assets | 362M | 28.5B | 1% |
| Total Expense Ratio | 0.35 | 0.35 | 100% |
| Turnover | 90.00 | 168.00 | 54% |
| Yield | 7.91 | 11.23 | 70% |
| Fund Existence | 2 years | 3 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| BALI | JEPQ | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 52% | 3 days ago 73% |
| Stochastic ODDS (%) | 3 days ago 44% | 3 days ago 63% |
| Momentum ODDS (%) | N/A | N/A |
| MACD ODDS (%) | 3 days ago 90% | 3 days ago 66% |
| TrendWeek ODDS (%) | 3 days ago 90% | 3 days ago 89% |
| TrendMonth ODDS (%) | 3 days ago 90% | 3 days ago 89% |
| Advances ODDS (%) | 3 days ago 90% | 3 days ago 87% |
| Declines ODDS (%) | 17 days ago 63% | N/A |
| BollingerBands ODDS (%) | 3 days ago 69% | 3 days ago 73% |
| Aroon ODDS (%) | 3 days ago 87% | 3 days ago 85% |
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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 81% 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% | +0.30% | ||
| JHG - BALI | 81% Closely correlated | +0.19% | ||
| PH - BALI | 80% Closely correlated | +1.26% | ||
| AXP - BALI | 80% Closely correlated | +1.09% | ||
| TROW - BALI | 79% Closely correlated | -0.59% | ||
| MS - BALI | 78% Closely correlated | +0.36% | ||
More | ||||
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% | N/A | ||
| AMZN - JEPQ | 70% Closely correlated | -0.34% | ||
| MSFT - JEPQ | 69% Closely correlated | +0.55% | ||
| AMD - JEPQ | 68% Closely correlated | +2.68% | ||
| AVGO - JEPQ | 68% Closely correlated | +0.57% | ||
| SNPS - JEPQ | 67% Closely correlated | -1.33% | ||
More | ||||