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BMEAX vs EQTIX
BMEAX vs EQTIX Comparison Chart in %
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BMEAX vs. EQTIX commentary
Sep 08, 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 BMEAX is a Buy and EQTIX is a Buy.
FUNDAMENTALS
Fundamentals
BMEAX has more cash in the bank: 1.92B vs. EQTIX (991M). EQTIX pays higher dividends than BMEAX: EQTIX (9.14) vs BMEAX (7.01). BMEAX was incepted earlier than EQTIX: BMEAX (27 years) vs EQTIX (29 years). BMEAX (1.23) is less costly to investors than EQTIX (0.67). BMEAX is a more actively managed with annual turnover of: 130.00 vs. EQTIX (74.00). BMEAX (1000) and EQTIX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 12.09 vs. BMEAX (8.47). BMEAX return over 5 years is better than : 78.72 vs. EQTIX (48.42).
| BMEAX | EQTIX | BMEAX / EQTIX | |
| Total Expense Ratio | 1.10 | 0.67 | 164% |
| Annual Report Gross Expense Ratio | 1.23 | 0.67 | 184% |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | 11.031 | 6.898 | 160% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 991M | 193% |
| Annual Yield % from dividends | 7.01 | 9.14 | 77% |
| Returns for 1 year | 8.47 | 12.09 | 70% |
| Returns for 3 years | 35.82 | 47.10 | 76% |
| Returns for 5 years | 78.72 | 48.42 | 163% |
| Returns for 10 years | 9.64 | 26.32 | 37% |