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BMEAX vs JEPIX
BMEAX vs JEPIX Comparison Chart in %
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BMEAX vs. JEPIX 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.39B vs. BMEAX (1.89B). JEPIX pays higher dividends than BMEAX: JEPIX (8.46) vs BMEAX (7.85). BMEAX was incepted earlier than JEPIX: BMEAX (27 years) vs JEPIX (7 years). BMEAX (1.23) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. BMEAX (85.00). 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 : 8.07 vs. JEPIX (6.83). BMEAX return over 5 years is better than : 73.85 vs. JEPIX (61.63).
| BMEAX | JEPIX | BMEAX / JEPIX | |
| Total Expense Ratio | 1.10 | 0.60 | 183% |
| Annual Report Gross Expense Ratio | 1.23 | 0.60 | 205% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 9.258 | 3.142 | 295% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 6.39B | 30% |
| Annual Yield % from dividends | 7.85 | 8.46 | 93% |
| Returns for 1 year | 8.07 | 6.83 | 118% |
| Returns for 3 years | 25.01 | 26.81 | 93% |
| Returns for 5 years | 73.85 | 61.63 | 120% |
| Returns for 10 years | 1.67 | N/A | - |
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