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BMCIX vs JEPCX
BMCIX vs JEPCX Comparison Chart in %
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BMCIX vs. JEPCX commentary
Nov 14, 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: 6.14B vs. BMCIX (1.96B). BMCIX pays higher dividends than JEPCX: BMCIX (7.89) vs JEPCX (7.44). 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 : 9.48 vs. JEPCX (2.72). BMCIX return over 5 years is better than : 70.30 vs. JEPCX (51.77).
| 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 | 13.675 | 5.621 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 6.14B | 32% |
| Annual Yield % from dividends | 7.89 | 7.44 | 106% |
| Returns for 1 year | 9.48 | 2.72 | 348% |
| Returns for 3 years | 34.99 | 30.33 | 115% |
| Returns for 5 years | 70.30 | 51.77 | 136% |
| Returns for 10 years | 27.22 | N/A | - |
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