Interact to see
Advertisement
Advertisement
BMCIX vs JEPRX
BMCIX vs JEPRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMCIX vs. JEPRX commentary
Jul 27, 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.45B vs. BMCIX (1.9B). JEPRX pays higher dividends than BMCIX: JEPRX (8.54) vs BMCIX (8.07). BMCIX was incepted earlier than JEPRX: BMCIX (27 years) vs JEPRX (7 years). BMCIX (0.99) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. BMCIX (85.00). BMCIX has a lower initial minimum investment than JEPRX: BMCIX (2000000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 10.42 vs. BMCIX (9.90). BMCIX return over 5 years is better than : 82.29 vs. JEPRX (68.59).
| BMCIX | JEPRX | BMCIX / JEPRX | |
| Total Expense Ratio | 0.85 | 0.35 | 243% |
| Annual Report Gross Expense Ratio | 0.99 | 0.35 | 283% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 9.567 | 3.494 | 274% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 15000000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 6.45B | 29% |
| Annual Yield % from dividends | 8.07 | 8.54 | 94% |
| Returns for 1 year | 9.90 | 10.42 | 95% |
| Returns for 3 years | 32.84 | 32.52 | 101% |
| Returns for 5 years | 82.29 | 68.59 | 120% |
| Returns for 10 years | 13.57 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement