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BMEAX vs JEPSX
BMEAX vs JEPSX Comparison Chart in %
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BMEAX vs. JEPSX commentary
Jul 07, 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 JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.43B vs. BMEAX (1.88B). JEPSX pays higher dividends than BMEAX: JEPSX (8.43) vs BMEAX (7.82). BMEAX was incepted earlier than JEPSX: BMEAX (27 years) vs JEPSX (7 years). BMEAX (1.23) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. BMEAX (85.00). JEPSX has a lower initial minimum investment than BMEAX: JEPSX (0) vs BMEAX (1000). BMEAX annual gain was more profitable for investors over the last year : 10.76 vs. JEPSX (9.91). BMEAX return over 5 years is better than : 79.65 vs. JEPSX (72.47).
| BMEAX | JEPSX | BMEAX / JEPSX | |
| Total Expense Ratio | 1.10 | 0.45 | 244% |
| Annual Report Gross Expense Ratio | 1.23 | 0.54 | 228% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 8.585 | 3.219 | 267% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 6.43B | 29% |
| Annual Yield % from dividends | 7.82 | 8.43 | 93% |
| Returns for 1 year | 10.76 | 9.91 | 109% |
| Returns for 3 years | 32.40 | 33.15 | 98% |
| Returns for 5 years | 79.65 | 72.47 | 110% |
| Returns for 10 years | 0.94 | N/A | - |
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