BHEIX
Price
$31.04
Change
+$1.79 (+6.12%)
Updated
Feb 3 closing price
Net Assets
2.08B
JEPSX
Price
$14.52
Change
+$0.40 (+2.83%)
Updated
Feb 3 closing price
Net Assets
6.03B
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BHEIX vs JEPSX

Header iconBHEIX vs JEPSX Comparison
Open Charts BHEIX vs JEPSXBanner chart's image
BlackRock High Equity Income K
Price$31.04
Change+$1.79 (+6.12%)
VolumeN/A
Net Assets2.08B
JPMorgan Equity Premium Income R5
Price$14.52
Change+$0.40 (+2.83%)
VolumeN/A
Net Assets6.03B
BHEIX vs JEPSX Comparison Chart in %
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BHEIX vs. JEPSX commentary
Feb 04, 2026

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 JEPSX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.03B vs. BHEIX (2.09B). JEPSX pays higher dividends than BHEIX: JEPSX (8.13) vs BHEIX (7.70). BHEIX was incepted earlier than JEPSX: BHEIX (6 years) vs JEPSX (7 years). BHEIX (0.89) is less costly to investors than JEPSX (0.47). JEPSX is a more actively managed with annual turnover of: 178.00 vs. BHEIX (130.00). 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 : 17.67 vs. JEPSX (7.45). BHEIX return over 5 years is better than : 64.52 vs. JEPSX (57.81).
BHEIXJEPSXBHEIX / JEPSX
Total Expense Ratio0.800.45178%
Annual Report Gross Expense Ratio0.890.47189%
Fund Existence6 years7 years-
Gain YTD3.7722.459153%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.09B6.03B35%
Annual Yield % from dividends7.708.1395%
Returns for 1 year17.677.45237%
Returns for 3 years35.7034.28104%
Returns for 5 years64.5257.81112%
Returns for 10 yearsN/AN/A-
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