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BHEIX vs JEPCX
BHEIX vs JEPCX Comparison Chart in %
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BHEIX vs. JEPCX commentary
Dec 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 BHEIX is a Hold and JEPCX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.12B vs. BHEIX (2.02B). BHEIX pays higher dividends than JEPCX: BHEIX (7.90) vs JEPCX (7.26). BHEIX was incepted earlier than JEPCX: BHEIX (6 years) vs JEPCX (7 years). JEPCX (1.34) is less costly to investors than BHEIX (0.89). JEPCX is a more actively managed with annual turnover of: 178.00 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 : 15.95 vs. JEPCX (5.30). BHEIX return over 5 years is better than : 65.54 vs. JEPCX (51.52).
| BHEIX | JEPCX | BHEIX / JEPCX | |
| Total Expense Ratio | 0.80 | 1.34 | 60% |
| Annual Report Gross Expense Ratio | 0.89 | 1.34 | 66% |
| Fund Existence | 6 years | 7 years | - |
| Gain YTD | 16.027 | 6.511 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 6.12B | 33% |
| Annual Yield % from dividends | 7.90 | 7.26 | 109% |
| Returns for 1 year | 15.95 | 5.30 | 301% |
| Returns for 3 years | 38.72 | 30.00 | 129% |
| Returns for 5 years | 65.54 | 51.52 | 127% |
| Returns for 10 years | N/A | N/A | - |
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