Interact to see
Advertisement
Advertisement
BMCIX vs JEPAX
BMCIX vs JEPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMCIX vs. JEPAX commentary
Dec 26, 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 BMCIX is a Hold and JEPAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.12B vs. BMCIX (2.02B). BMCIX (7.85) and JEPAX (7.76) have matching dividends . BMCIX was incepted earlier than JEPAX: BMCIX (28 years) vs JEPAX (7 years). BMCIX (0.98) is less costly to investors than JEPAX (0.84). JEPAX is a more actively managed with annual turnover of: 178.00 vs. BMCIX (130.00). JEPAX has a lower initial minimum investment than BMCIX: JEPAX (1000) vs BMCIX (2000000). BMCIX annual gain was more profitable for investors over the last year : 15.93 vs. JEPAX (5.79). BMCIX return over 5 years is better than : 65.23 vs. JEPAX (55.32).
| BMCIX | JEPAX | BMCIX / JEPAX | |
| Total Expense Ratio | 0.85 | 0.84 | 101% |
| Annual Report Gross Expense Ratio | 0.98 | 0.84 | 117% |
| Fund Existence | 28 years | 7 years | - |
| Gain YTD | 16.013 | 6.959 | 230% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 6.12B | 33% |
| Annual Yield % from dividends | 7.85 | 7.76 | 101% |
| Returns for 1 year | 15.93 | 5.79 | 275% |
| Returns for 3 years | 38.51 | 32.02 | 120% |
| Returns for 5 years | 65.23 | 55.32 | 118% |
| Returns for 10 years | 38.20 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement