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BMEAX vs JEPIX
BMEAX vs JEPIX Comparison Chart in %
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BMEAX vs. JEPIX commentary
Nov 14, 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.1B vs. BMEAX (1.97B). JEPIX pays higher dividends than BMEAX: JEPIX (8.20) vs BMEAX (7.65). BMEAX was incepted earlier than JEPIX: BMEAX (28 years) vs JEPIX (7 years). BMEAX (1.22) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 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 : 8.75 vs. JEPIX (3.50). BMEAX return over 5 years is better than : 66.68 vs. JEPIX (57.58).
| BMEAX | JEPIX | BMEAX / JEPIX | |
| Total Expense Ratio | 1.10 | 0.60 | 183% |
| Annual Report Gross Expense Ratio | 1.22 | 0.60 | 203% |
| Fund Existence | 28 years | 7 years | - |
| Gain YTD | 12.726 | 6.216 | 205% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 6.1B | 32% |
| Annual Yield % from dividends | 7.65 | 8.20 | 93% |
| Returns for 1 year | 8.75 | 3.50 | 250% |
| Returns for 3 years | 34.26 | 33.31 | 103% |
| Returns for 5 years | 66.68 | 57.58 | 116% |
| Returns for 10 years | 13.28 | N/A | - |
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