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BHEIX vs JEPCX
BHEIX vs JEPCX Comparison Chart in %
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BHEIX vs. JEPCX commentary
Dec 04, 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: 6.17B vs. BHEIX (1.98B). JEPCX (7.26) and BHEIX (7.17) have matching dividends . 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 : 7.71 vs. JEPCX (1.57). BHEIX return over 5 years is better than : 61.52 vs. JEPCX (51.55).
| 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 | 13.303 | 5.695 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 6.17B | 32% |
| Annual Yield % from dividends | 7.17 | 7.26 | 99% |
| Returns for 1 year | 7.71 | 1.57 | 492% |
| Returns for 3 years | 30.69 | 25.61 | 120% |
| Returns for 5 years | 61.52 | 51.55 | 119% |
| Returns for 10 years | N/A | N/A | - |
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