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JEPCX vs JEPRX
JEPCX vs JEPRX Comparison Chart
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JEPCX vs. JEPRX commentary
May 23, 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 JEPCX is a Buy and JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX (6.32B) and JEPRX (6.32B) have equal amount of cash in the bank . JEPRX pays higher dividends than JEPCX: JEPRX (8.30) vs JEPCX (7.25). JEPCX was incepted earlier than JEPRX: JEPCX (7 years) vs JEPRX (7 years). JEPCX (1.35) is less costly to investors than JEPRX (0.35). JEPCX (176.00) and JEPRX (176.00) have comparable annual turnover. JEPCX has a lower initial minimum investment than JEPRX: JEPCX (1000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 6.32 vs. JEPCX (5.26). JEPRX return over 5 years is better than : 73.90 vs. JEPCX (65.42).
| JEPCX | JEPRX | JEPCX / JEPRX | |
| Total Expense Ratio | 1.35 | 0.35 | 386% |
| Annual Report Gross Expense Ratio | 1.35 | 0.35 | 386% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | -0.399 | -0.068 | 589% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 6.32B | 100% |
| Annual Yield % from dividends | 7.25 | 8.30 | 87% |
| Returns for 1 year | 5.26 | 6.32 | 83% |
| Returns for 3 years | 27.79 | 31.70 | 88% |
| Returns for 5 years | 65.42 | 73.90 | 89% |
| Returns for 10 years | N/A | N/A | - |
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