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BMEAX vs JEPIX
BMEAX vs JEPIX Comparison Chart in %
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BMEAX vs. JEPIX commentary
Dec 26, 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 JEPIX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.12B vs. BMEAX (2.02B). JEPIX pays higher dividends than BMEAX: JEPIX (8.01) vs BMEAX (7.61). 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 : 15.62 vs. JEPIX (6.11). BMEAX return over 5 years is better than : 62.68 vs. JEPIX (57.34).
| 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 | 15.744 | 7.186 | 219% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 6.12B | 33% |
| Annual Yield % from dividends | 7.61 | 8.01 | 95% |
| Returns for 1 year | 15.62 | 6.11 | 256% |
| Returns for 3 years | 37.48 | 32.99 | 114% |
| Returns for 5 years | 62.68 | 57.34 | 109% |
| Returns for 10 years | 25.98 | N/A | - |
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