Interact to see
Advertisement
Advertisement
BMCIX vs JEPSX
BMCIX vs JEPSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMCIX vs. JEPSX 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 JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.35B vs. BMCIX (1.83B). JEPSX (8.43) and BMCIX (8.28) have matching dividends . BMCIX was incepted earlier than JEPSX: BMCIX (27 years) vs JEPSX (7 years). BMCIX (0.99) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. BMCIX (85.00). JEPSX has a lower initial minimum investment than BMCIX: JEPSX (0) vs BMCIX (2000000). JEPSX (7.75) and BMCIX (7.62) have marching annual gain over last year. BMCIX (74.69) and JEPSX (73.34) have equivalent 5 years return.
| BMCIX | JEPSX | BMCIX / JEPSX | |
| Total Expense Ratio | 0.85 | 0.45 | 189% |
| Annual Report Gross Expense Ratio | 0.99 | 0.54 | 183% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 4.391 | 0.586 | 749% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 6.35B | 29% |
| Annual Yield % from dividends | 8.28 | 8.43 | 98% |
| Returns for 1 year | 7.62 | 7.75 | 98% |
| Returns for 3 years | 30.26 | 36.34 | 83% |
| Returns for 5 years | 74.69 | 73.34 | 102% |
| Returns for 10 years | 5.83 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers