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JEPIX vs PRRCX
JEPIX vs PRRCX Comparison Chart
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JEPIX vs. PRRCX commentary
Apr 12, 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 JEPIX is a Buy and PRRCX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.92B vs. PRRCX (104M). PRRCX pays higher dividends than JEPIX: PRRCX (11.25) vs JEPIX (7.56). JEPIX was incepted earlier than PRRCX: JEPIX (7 years) vs PRRCX (15 years). PRRCX (2.16) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. PRRCX (114.00). PRRCX has a lower initial minimum investment than JEPIX: PRRCX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 1.10 vs. PRRCX (-7.14). JEPIX return over 5 years is better than : 65.05 vs. PRRCX (19.85).
| JEPIX | PRRCX | JEPIX / PRRCX | |
| Total Expense Ratio | 0.60 | 2.16 | 28% |
| Annual Report Gross Expense Ratio | 0.60 | 2.16 | 28% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | -5.807 | -9.427 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 104M | 5,696% |
| Annual Yield % from dividends | 7.56 | 11.25 | 67% |
| Returns for 1 year | 1.10 | -7.14 | -15% |
| Returns for 3 years | 13.13 | -6.44 | -204% |
| Returns for 5 years | 65.05 | 19.85 | 328% |
| Returns for 10 years | N/A | -8.93 | - |
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