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BMEAX vs JEPRX
BMEAX vs JEPRX Comparison Chart in %
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BMEAX vs. JEPRX commentary
Dec 28, 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 JEPRX is a Hold.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.12B vs. BMEAX (2.02B). JEPRX pays higher dividends than BMEAX: JEPRX (8.25) vs BMEAX (7.61). BMEAX was incepted earlier than JEPRX: BMEAX (28 years) vs JEPRX (7 years). BMEAX (1.22) is less costly to investors than JEPRX (0.34). JEPRX is a more actively managed with annual turnover of: 178.00 vs. BMEAX (130.00). BMEAX has a lower initial minimum investment than JEPRX: BMEAX (1000) vs JEPRX (15000000). BMEAX annual gain was more profitable for investors over the last year : 15.60 vs. JEPRX (6.28). BMEAX return over 5 years is better than : 62.94 vs. JEPRX (59.19).
| BMEAX | JEPRX | BMEAX / JEPRX | |
| Total Expense Ratio | 1.10 | 0.34 | 324% |
| Annual Report Gross Expense Ratio | 1.22 | 0.34 | 359% |
| Fund Existence | 28 years | 7 years | - |
| Gain YTD | 15.927 | 7.411 | 215% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 6.12B | 33% |
| Annual Yield % from dividends | 7.61 | 8.25 | 92% |
| Returns for 1 year | 15.60 | 6.28 | 248% |
| Returns for 3 years | 37.58 | 33.88 | 111% |
| Returns for 5 years | 62.94 | 59.19 | 106% |
| Returns for 10 years | 25.27 | N/A | - |