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BHEIX vs JEPSX
BHEIX vs JEPSX Comparison Chart in %
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BHEIX vs. JEPSX commentary
Dec 05, 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 JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.17B vs. BHEIX (1.98B). JEPSX pays higher dividends than BHEIX: JEPSX (8.15) vs BHEIX (7.17). BHEIX was incepted earlier than JEPSX: BHEIX (6 years) vs JEPSX (7 years). BHEIX (0.89) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 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 : 8.62 vs. JEPSX (2.78). BHEIX (60.74) and JEPSX (58.72) have equivalent 5 years return.
| BHEIX | JEPSX | BHEIX / JEPSX | |
| Total Expense Ratio | 0.80 | 0.45 | 178% |
| Annual Report Gross Expense Ratio | 0.89 | 0.54 | 165% |
| Fund Existence | 6 years | 7 years | - |
| Gain YTD | 13.916 | 6.864 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 6.17B | 32% |
| Annual Yield % from dividends | 7.17 | 8.15 | 88% |
| Returns for 1 year | 8.62 | 2.78 | 311% |
| Returns for 3 years | 31.40 | 29.41 | 107% |
| Returns for 5 years | 60.74 | 58.72 | 103% |
| Returns for 10 years | N/A | N/A | - |
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