Interact to see
Advertisement
Advertisement
BMCIX vs JEPSX
BMCIX vs JEPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMCIX vs. JEPSX commentary
Feb 04, 2026
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 StrongBuy and JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.03B vs. BMCIX (2.09B). JEPSX pays higher dividends than BMCIX: JEPSX (8.13) vs BMCIX (7.66). BMCIX was incepted earlier than JEPSX: BMCIX (28 years) vs JEPSX (7 years). BMCIX (0.98) is less costly to investors than JEPSX (0.47). JEPSX is a more actively managed with annual turnover of: 178.00 vs. BMCIX (130.00). JEPSX has a lower initial minimum investment than BMCIX: JEPSX (0) vs BMCIX (2000000). BMCIX annual gain was more profitable for investors over the last year : 17.65 vs. JEPSX (7.45). BMCIX return over 5 years is better than : 64.22 vs. JEPSX (57.81).
| BMCIX | JEPSX | BMCIX / JEPSX | |
| Total Expense Ratio | 0.85 | 0.45 | 189% |
| Annual Report Gross Expense Ratio | 0.98 | 0.47 | 209% |
| Fund Existence | 28 years | 7 years | - |
| Gain YTD | 3.800 | 2.459 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 6.03B | 35% |
| Annual Yield % from dividends | 7.66 | 8.13 | 94% |
| Returns for 1 year | 17.65 | 7.45 | 237% |
| Returns for 3 years | 35.54 | 34.28 | 104% |
| Returns for 5 years | 64.22 | 57.81 | 111% |
| Returns for 10 years | 65.14 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VGWAX | 36.28 | 0.15 | +0.42% |
| Vanguard Global Wellington Admiral | |||
| SEMGX | 25.00 | 0.04 | +0.16% |
| DWS Emerging Markets Equity S | |||
| BRSDX | 15.45 | 0.02 | +0.13% |
| MFS Blended Research Small Cap Eq A | |||
| GGOIX | 20.37 | -0.03 | -0.15% |
| Goldman Sachs Mid Cap Growth Instl | |||
| LGRCX | 22.78 | -0.55 | -2.36% |
| Loomis Sayles Growth C | |||