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BMCIX vs JEPCX
BMCIX vs JEPCX Comparison Chart in %
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BMCIX vs. JEPCX 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 JEPCX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.12B vs. BMCIX (2.02B). BMCIX pays higher dividends than JEPCX: BMCIX (7.85) vs JEPCX (7.26). BMCIX was incepted earlier than JEPCX: BMCIX (28 years) vs JEPCX (7 years). JEPCX (1.34) is less costly to investors than BMCIX (0.98). JEPCX is a more actively managed with annual turnover of: 178.00 vs. BMCIX (130.00). JEPCX has a lower initial minimum investment than BMCIX: JEPCX (1000) vs BMCIX (2000000). BMCIX annual gain was more profitable for investors over the last year : 15.93 vs. JEPCX (5.30). BMCIX return over 5 years is better than : 65.23 vs. JEPCX (51.52).
| BMCIX | JEPCX | BMCIX / JEPCX | |
| Total Expense Ratio | 0.85 | 1.34 | 63% |
| Annual Report Gross Expense Ratio | 0.98 | 1.34 | 73% |
| Fund Existence | 28 years | 7 years | - |
| Gain YTD | 16.013 | 6.511 | 246% |
| Front Load | N/A | N/A | - |
| 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 | 7.26 | 108% |
| Returns for 1 year | 15.93 | 5.30 | 301% |
| Returns for 3 years | 38.51 | 30.10 | 128% |
| Returns for 5 years | 65.23 | 51.52 | 127% |
| Returns for 10 years | 38.20 | N/A | - |
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