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BMEAX vs JEPCX
BMEAX vs JEPCX Comparison Chart in %
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BMEAX vs. JEPCX commentary
Aug 19, 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 Hold and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.39B vs. BMEAX (1.89B). BMEAX (7.85) and JEPCX (7.69) have matching dividends . BMEAX was incepted earlier than JEPCX: BMEAX (27 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than BMEAX (1.23). JEPCX is a more actively managed with annual turnover of: 176.00 vs. BMEAX (85.00). BMEAX (1000) and JEPCX (1000) have matching initial minimum investment requirements. BMEAX annual gain was more profitable for investors over the last year : 8.07 vs. JEPCX (6.03). BMEAX return over 5 years is better than : 73.85 vs. JEPCX (55.68).
| BMEAX | JEPCX | BMEAX / JEPCX | |
| Total Expense Ratio | 1.10 | 1.35 | 81% |
| Annual Report Gross Expense Ratio | 1.23 | 1.35 | 91% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 9.258 | 2.760 | 335% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 6.39B | 30% |
| Annual Yield % from dividends | 7.85 | 7.69 | 102% |
| Returns for 1 year | 8.07 | 6.03 | 134% |
| Returns for 3 years | 25.01 | 23.98 | 104% |
| Returns for 5 years | 73.85 | 55.68 | 133% |
| Returns for 10 years | 1.67 | N/A | - |
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