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BHEIX vs JEPCX
BHEIX vs JEPCX Comparison Chart in %
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BHEIX vs. JEPCX commentary
Nov 14, 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 BHEIX is a Hold and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.1B vs. BHEIX (1.97B). BHEIX pays higher dividends than JEPCX: BHEIX (7.94) vs JEPCX (7.44). BHEIX was incepted earlier than JEPCX: BHEIX (6 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than BHEIX (0.89). JEPCX is a more actively managed with annual turnover of: 176.00 vs. BHEIX (130.00). JEPCX has a lower initial minimum investment than BHEIX: JEPCX (1000) vs BHEIX (5000000). BHEIX annual gain was more profitable for investors over the last year : 9.54 vs. JEPCX (2.72). BHEIX return over 5 years is better than : 70.60 vs. JEPCX (51.77).
| BHEIX | JEPCX | BHEIX / JEPCX | |
| Total Expense Ratio | 0.80 | 1.35 | 59% |
| Annual Report Gross Expense Ratio | 0.89 | 1.35 | 66% |
| Fund Existence | 6 years | 7 years | - |
| Gain YTD | 13.686 | 5.621 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 6.1B | 32% |
| Annual Yield % from dividends | 7.94 | 7.44 | 107% |
| Returns for 1 year | 9.54 | 2.72 | 351% |
| Returns for 3 years | 35.15 | 30.33 | 116% |
| Returns for 5 years | 70.60 | 51.77 | 136% |
| Returns for 10 years | N/A | N/A | - |
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