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BMCIX vs JEPCX
BMCIX vs JEPCX Comparison Chart in %
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BMCIX vs. JEPCX 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 JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.17B vs. BMCIX (1.98B). JEPCX (7.26) and BMCIX (7.12) have matching dividends . BMCIX was incepted earlier than JEPCX: BMCIX (28 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than BMCIX (0.98). JEPCX is a more actively managed with annual turnover of: 176.00 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 : 7.70 vs. JEPCX (1.57). BMCIX return over 5 years is better than : 61.23 vs. JEPCX (51.55).
| BMCIX | JEPCX | BMCIX / JEPCX | |
| Total Expense Ratio | 0.85 | 1.35 | 63% |
| Annual Report Gross Expense Ratio | 0.98 | 1.35 | 73% |
| Fund Existence | 28 years | 7 years | - |
| Gain YTD | 13.291 | 5.695 | 233% |
| Front Load | N/A | N/A | - |
| 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 | 7.26 | 98% |
| Returns for 1 year | 7.70 | 1.57 | 491% |
| Returns for 3 years | 30.50 | 25.61 | 119% |
| Returns for 5 years | 61.23 | 51.55 | 119% |
| Returns for 10 years | 22.92 | N/A | - |