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BMECX vs JEPIX
BMECX vs JEPIX Comparison Chart in %
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BMECX vs. JEPIX commentary
Feb 05, 2026
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 StrongBuy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.03B vs. BMECX (2.09B). JEPIX pays higher dividends than BMECX: JEPIX (7.99) vs BMECX (6.72). BMECX was incepted earlier than JEPIX: BMECX (28 years) vs JEPIX (7 years). BMECX (1.97) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 178.00 vs. BMECX (130.00). BMECX has a lower initial minimum investment than JEPIX: BMECX (1000) vs JEPIX (1000000). BMECX annual gain was more profitable for investors over the last year : 16.54 vs. JEPIX (7.31). JEPIX (56.67) and BMECX (54.59) have equivalent 5 years return.
| BMECX | JEPIX | BMECX / JEPIX | |
| Total Expense Ratio | 1.85 | 0.59 | 314% |
| Annual Report Gross Expense Ratio | 1.97 | 0.59 | 334% |
| Fund Existence | 28 years | 7 years | - |
| Gain YTD | 3.657 | 2.446 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 6.03B | 35% |
| Annual Yield % from dividends | 6.72 | 7.99 | 84% |
| Returns for 1 year | 16.54 | 7.31 | 226% |
| Returns for 3 years | 31.57 | 33.71 | 94% |
| Returns for 5 years | 54.59 | 56.67 | 96% |
| Returns for 10 years | 13.07 | N/A | - |
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