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BHEIX vs JEPSX
BHEIX vs JEPSX Comparison Chart in %
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BHEIX vs. JEPSX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.12B vs. BHEIX (2.02B). JEPSX (8.15) and BHEIX (7.90) 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 (0.47). 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 : 15.94 vs. JEPSX (6.17). BHEIX return over 5 years is better than : 65.81 vs. JEPSX (58.38).
| BHEIX | JEPSX | BHEIX / JEPSX | |
| Total Expense Ratio | 0.80 | 0.45 | 178% |
| Annual Report Gross Expense Ratio | 0.89 | 0.47 | 189% |
| Fund Existence | 6 years | 7 years | - |
| Gain YTD | 16.219 | 7.238 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 6.12B | 33% |
| Annual Yield % from dividends | 7.90 | 8.15 | 97% |
| Returns for 1 year | 15.94 | 6.17 | 258% |
| Returns for 3 years | 38.79 | 33.46 | 116% |
| Returns for 5 years | 65.81 | 58.38 | 113% |
| Returns for 10 years | N/A | N/A | - |
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