— Know what they know.
Not Investment Advice

BMCIX

BlackRock High Equity Income Fund
1W: -1.2% 1M: -3.9% 3M: -2.3% YTD: +5.2% 1Y: +8.2% 3Y: +43.5% 5Y: +48.6%
$31.61
+0.15 (+0.48%)
 
Weekly Expected Move ±1.0%
$31 $31 $31 $32 $32
ETF NASDAQ · AUM $2.0B

Similar ETFs

20 peers by holdings overlap (194 holdings)
BDJ
BlackRock Enhanced Equity Dividend Trust
77.8%
Shared72 holdings
Total83
AUM$1.7B
Price$9.41
VWNFX
Vanguard Windsor II Fund Investor Shares
26.4%
Shared40 holdings
Total178
AUM$64.5B
Price$51.57
ACEIX
Invesco Equity and Income Fund Class A
26.2%
Shared26 holdings
Total72
AUM$12.6B
Price$11.53
HLIEX
JPMorgan Equity Income Fund I Class
25.3%
Shared27 holdings
Total87
AUM$42.6B
Price$27.97
LKBAX
LKCM Balanced Fund
24.5%
Shared28 holdings
Total55
AUM$105M
Price$29.00
DTLVX
Wilshire Large Company Value Portfolio
23.7%
Shared52 holdings
Total336
AUM$177M
Price$25.11
BBVLX
Bridge Builder Large Cap Value Fund
23.6%
Shared75 holdings
Total947
AUM$28.3B
Price$19.12
PRFDX
T. Rowe Price Equity Income Fd
23.4%
Shared32 holdings
Total122
AUM$28.5B
Price$44.07
TILCX
T. Rowe Price Large-Cap Value Fund I Class
22.8%
Shared25 holdings
Total80
AUM$4.3B
Price$27.51
AADBX
American Beacon Balanced Fund R5 Class
22.7%
Shared29 holdings
Total110
AUM$102M
Price$15.42
AADEX
American Beacon Large Cap Value R5
22.5%
Shared36 holdings
Total160
AUM$2.9B
Price$29.39
FFA
First Trust Enhanced Equity Income Fund
22.2%
Shared26 holdings
Total62
AUM$444M
Price$22.21
FBCVX
Fidelity Blue Chip Value
22.1%
Shared19 holdings
Total85
AUM$547M
Price$24.81
SFLNX
Schwab Fundamental US Lg Company Index Fund Insti Shs
21.9%
Shared75 holdings
Total734
AUM$12.9B
Price$37.79
DODGX
Dodge & Cox Stock I
21.7%
Shared22 holdings
Total86
AUM$6.0B
Price$17.19
BUFDX
Buffalo Growth & Income Fund Investor Class
21.7%
Shared26 holdings
Total80
AUM$179M
Price$38.22
DFEOX
DFA U.S. Core Equity 1 Portfolio
21.7%
Shared290 holdings
Total2,563
AUM$41.8B
Price$55.98
DODBX
Dodge & Cox Balanced Fund
21.6%
Shared22 holdings
Total94
AUM$14.0B
Price$13.44
USA
Liberty All-Star Equity Fund
21.6%
Shared23 holdings
Total138
AUM$1.8B
Price$5.82
NEFSX
Natixis Funds Trust I U.S. Equity Opportunities Fund Class A
21.5%
Shared21 holdings
Total78
AUM$1.2B
Price$46.27

Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
BMCIX $2.0B 94 18.0% 0.0 0.0 0.0 31.4% 30.8% 2.15% +14.7% +47.3% 51.2 6.2
BDJ $1.7B 83 25.2% 0.1 0.0 0.0 31.4% 30.8% 2.31% +16.2% +49.6% 51.8 6.3
VWNFX $64.5B 178 19.6% 11.7 3.1 3.6 31.1% 30.8% 1.81% +16.2% +27.2% 54.4 6.3
ACEIX $12.6B 72 16.2% 13.3 2.8 2.4 22.7% 18.0% 2.16% +17.3% +32.0% 51.7 6.2
HLIEX $42.6B 87 23.2% 14.8 3.5 2.9 25.6% 19.4% 2.22% +18.7% +26.9% 53.4 6.4
LKBAX $105M 55 56.8% 14.7 3.7 3.2 28.1% 22.0% 1.63% +16.4% +25.7% 60.2 6.4
DTLVX $177M 336 11.7% 7.1 1.8 1.9 28.2% 26.3% 2.07% +16.5% +30.2% 55.6 6.5
BBVLX $28.3B 947 14.7% 12.2 3.2 3.7 31.2% 30.5% 2.05% +16.6% +23.6% 53.5 6.2
PRFDX $28.5B 122 20.6% 12.1 3.2 3.7 31.4% 30.8% 2.40% +19.1% +21.0% 51.9 6.1
TILCX $4.3B 80 26.3% 12.1 3.2 3.7 31.4% 30.8% 2.06% +20.0% +23.8% 52.4 6.2
AADBX $102M 110 12.7% 12.8 2.5 2.2 20.5% 16.8% 2.21% +13.9% +20.1% 49.0 6.0

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms