Interact to see
Advertisement
Advertisement
BHEIX vs JEPSX
BHEIX vs JEPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BHEIX vs. JEPSX commentary
Nov 14, 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: 6.1B vs. BHEIX (1.97B). JEPSX (8.35) and BHEIX (7.94) have matching dividends . 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 : 9.06 vs. JEPSX (3.65). BHEIX return over 5 years is better than : 69.56 vs. JEPSX (58.75).
| 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 | 12.996 | 6.342 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 6.1B | 32% |
| Annual Yield % from dividends | 7.94 | 8.35 | 95% |
| Returns for 1 year | 9.06 | 3.65 | 248% |
| Returns for 3 years | 35.56 | 33.89 | 105% |
| Returns for 5 years | 69.56 | 58.75 | 118% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement