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BMEAX vs JEPAX
BMEAX vs JEPAX Comparison Chart in %
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BMEAX vs. JEPAX commentary
Jul 07, 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 JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.43B vs. BMEAX (1.88B). JEPAX (8.03) and BMEAX (7.82) have matching dividends . BMEAX was incepted earlier than JEPAX: BMEAX (27 years) vs JEPAX (7 years). BMEAX (1.23) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. BMEAX (85.00). BMEAX (5%) and JEPAX (5%) have equivalent initial investment costs. BMEAX (1000) and JEPAX (1000) have matching initial minimum investment requirements. BMEAX annual gain was more profitable for investors over the last year : 10.76 vs. JEPAX (9.55). BMEAX return over 5 years is better than : 79.65 vs. JEPAX (69.10).
| BMEAX | JEPAX | BMEAX / JEPAX | |
| Total Expense Ratio | 1.10 | 0.85 | 129% |
| Annual Report Gross Expense Ratio | 1.23 | 0.85 | 145% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 8.585 | 3.089 | 278% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 6.43B | 29% |
| Annual Yield % from dividends | 7.82 | 8.03 | 97% |
| Returns for 1 year | 10.76 | 9.55 | 113% |
| Returns for 3 years | 32.40 | 31.57 | 103% |
| Returns for 5 years | 79.65 | 69.10 | 115% |
| Returns for 10 years | 0.94 | N/A | - |
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