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BMCIX vs JEPIX
BMCIX vs JEPIX Comparison Chart
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BMCIX vs. JEPIX commentary
Jun 15, 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.3B vs. BMCIX (1.81B). BMCIX (8.28) and JEPIX (8.28) have matching dividends . BMCIX was incepted earlier than JEPIX: BMCIX (27 years) vs JEPIX (7 years). BMCIX (0.99) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. BMCIX (85.00). JEPIX has a lower initial minimum investment than BMCIX: JEPIX (1000000) vs BMCIX (2000000). BMCIX (7.62) and JEPIX (7.59) have marching annual gain over last year. BMCIX (74.69) and JEPIX (72.05) have equivalent 5 years return.
| BMCIX | JEPIX | BMCIX / JEPIX | |
| Total Expense Ratio | 0.85 | 0.60 | 142% |
| Annual Report Gross Expense Ratio | 0.99 | 0.60 | 165% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 4.391 | 0.528 | 832% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 6.3B | 29% |
| Annual Yield % from dividends | 8.28 | 8.28 | 100% |
| Returns for 1 year | 7.62 | 7.59 | 100% |
| Returns for 3 years | 30.26 | 35.64 | 85% |
| Returns for 5 years | 74.69 | 72.05 | 104% |
| Returns for 10 years | 5.83 | N/A | - |
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