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BMECX vs JEPIX
BMECX vs JEPIX Comparison Chart in %
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BMECX vs. JEPIX 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 BMECX is a Buy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.43B vs. BMECX (1.88B). JEPIX pays higher dividends than BMECX: JEPIX (8.28) vs BMECX (7.07). BMECX was incepted earlier than JEPIX: BMECX (27 years) vs JEPIX (7 years). BMECX (1.98) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. BMECX (85.00). BMECX has a lower initial minimum investment than JEPIX: BMECX (1000) vs JEPIX (1000000). BMECX (9.98) and JEPIX (9.75) have marching annual gain over last year. BMECX (71.68) and JEPIX (71.19) have equivalent 5 years return.
| BMECX | JEPIX | BMECX / JEPIX | |
| Total Expense Ratio | 1.85 | 0.60 | 308% |
| Annual Report Gross Expense Ratio | 1.98 | 0.60 | 330% |
| Fund Existence | 27 years | 7 years | - |
| Gain YTD | 8.223 | 3.147 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 6.43B | 29% |
| Annual Yield % from dividends | 7.07 | 8.28 | 85% |
| Returns for 1 year | 9.98 | 9.75 | 102% |
| Returns for 3 years | 29.32 | 32.56 | 90% |
| Returns for 5 years | 71.68 | 71.19 | 101% |
| Returns for 10 years | -25.54 | N/A | - |
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