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BHEIX vs JEPSX
BHEIX vs JEPSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.43B vs. BHEIX (1.88B). JEPSX (8.43) and BHEIX (8.12) have matching dividends . BHEIX was incepted earlier than JEPSX: BHEIX (5 years) vs JEPSX (7 years). BHEIX (0.88) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. BHEIX (85.00). JEPSX has a lower initial minimum investment than BHEIX: JEPSX (0) vs BHEIX (5000000). BHEIX annual gain was more profitable for investors over the last year : 11.13 vs. JEPSX (9.91). BHEIX return over 5 years is better than : 82.77 vs. JEPSX (72.47).
| BHEIX | JEPSX | BHEIX / JEPSX | |
| Total Expense Ratio | 0.80 | 0.45 | 178% |
| Annual Report Gross Expense Ratio | 0.88 | 0.54 | 163% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 8.736 | 3.219 | 271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 6.43B | 29% |
| Annual Yield % from dividends | 8.12 | 8.43 | 96% |
| Returns for 1 year | 11.13 | 9.91 | 112% |
| Returns for 3 years | 33.64 | 33.15 | 101% |
| Returns for 5 years | 82.77 | 72.47 | 114% |
| Returns for 10 years | N/A | N/A | - |
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