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BMCIX vs JEPAX
BMCIX vs JEPAX Comparison Chart in %
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BMCIX vs. JEPAX commentary
Dec 04, 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 Buy and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.17B vs. BMCIX (1.98B). JEPAX pays higher dividends than BMCIX: JEPAX (7.76) vs BMCIX (7.12). BMCIX was incepted earlier than JEPAX: BMCIX (28 years) vs JEPAX (7 years). BMCIX (0.98) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 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 : 7.70 vs. JEPAX (1.97). BMCIX return over 5 years is better than : 61.23 vs. JEPAX (55.24).
| BMCIX | JEPAX | BMCIX / JEPAX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.98 | 0.85 | 115% |
| Fund Existence | 28 years | 7 years | - |
| Gain YTD | 13.291 | 6.065 | 219% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 6.17B | 32% |
| Annual Yield % from dividends | 7.12 | 7.76 | 92% |
| Returns for 1 year | 7.70 | 1.97 | 391% |
| Returns for 3 years | 30.50 | 27.38 | 111% |
| Returns for 5 years | 61.23 | 55.24 | 111% |
| Returns for 10 years | 22.92 | N/A | - |
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