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BMEAX vs JEPIX
BMEAX vs JEPIX Comparison Chart in %
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BMEAX vs. JEPIX commentary
Feb 05, 2026
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 StrongBuy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.03B vs. BMEAX (2.09B). JEPIX pays higher dividends than BMEAX: JEPIX (7.99) vs BMEAX (7.42). BMEAX was incepted earlier than JEPIX: BMEAX (28 years) vs JEPIX (7 years). BMEAX (1.22) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 178.00 vs. BMEAX (130.00). BMEAX has a lower initial minimum investment than JEPIX: BMEAX (1000) vs JEPIX (1000000). BMEAX annual gain was more profitable for investors over the last year : 17.37 vs. JEPIX (7.31). BMEAX return over 5 years is better than : 61.76 vs. JEPIX (56.67).
| BMEAX | JEPIX | BMEAX / JEPIX | |
| Total Expense Ratio | 1.10 | 0.59 | 186% |
| Annual Report Gross Expense Ratio | 1.22 | 0.59 | 207% |
| Fund Existence | 28 years | 7 years | - |
| Gain YTD | 3.766 | 2.446 | 154% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 6.03B | 35% |
| Annual Yield % from dividends | 7.42 | 7.99 | 93% |
| Returns for 1 year | 17.37 | 7.31 | 238% |
| Returns for 3 years | 34.55 | 33.71 | 102% |
| Returns for 5 years | 61.76 | 56.67 | 109% |
| Returns for 10 years | 50.55 | N/A | - |
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