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BMEAX vs JEPAX
BMEAX vs JEPAX Comparison Chart in %
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BMEAX vs. JEPAX commentary
Nov 14, 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: 6.1B vs. BMEAX (1.97B). JEPAX (7.95) and BMEAX (7.65) have matching dividends . BMEAX was incepted earlier than JEPAX: BMEAX (28 years) vs JEPAX (7 years). BMEAX (1.22) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. BMEAX (130.00). 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 : 9.23 vs. JEPAX (3.24). BMEAX return over 5 years is better than : 67.77 vs. JEPAX (55.64).
| BMEAX | JEPAX | BMEAX / JEPAX | |
| Total Expense Ratio | 1.10 | 0.85 | 129% |
| Annual Report Gross Expense Ratio | 1.22 | 0.85 | 144% |
| Fund Existence | 28 years | 7 years | - |
| Gain YTD | 13.457 | 6.065 | 222% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 6.1B | 32% |
| Annual Yield % from dividends | 7.65 | 7.95 | 96% |
| Returns for 1 year | 9.23 | 3.24 | 285% |
| Returns for 3 years | 33.96 | 32.31 | 105% |
| Returns for 5 years | 67.77 | 55.64 | 122% |
| Returns for 10 years | 15.17 | N/A | - |
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