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BMEAX vs JEPCX
BMEAX vs JEPCX Comparison Chart in %
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BMEAX vs. JEPCX 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 JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.39B vs. BMEAX (1.92B). JEPCX pays higher dividends than BMEAX: JEPCX (7.53) vs BMEAX (7.01). 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 (130.00). BMEAX (1000) and JEPCX (1000) have matching initial minimum investment requirements. BMEAX annual gain was more profitable for investors over the last year : 8.47 vs. JEPCX (5.47). BMEAX return over 5 years is better than : 78.72 vs. JEPCX (57.13).
| 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 | 11.031 | 3.610 | 306% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 6.39B | 30% |
| Annual Yield % from dividends | 7.01 | 7.53 | 93% |
| Returns for 1 year | 8.47 | 5.47 | 155% |
| Returns for 3 years | 35.82 | 31.02 | 115% |
| Returns for 5 years | 78.72 | 57.13 | 138% |
| Returns for 10 years | 9.64 | N/A | - |
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