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JEPIX vs PRRCX
JEPIX vs PRRCX Comparison Chart
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JEPIX vs. PRRCX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.26B vs. PRRCX (111M). PRRCX pays higher dividends than JEPIX: PRRCX (11.76) vs JEPIX (8.04). JEPIX was incepted earlier than PRRCX: JEPIX (7 years) vs PRRCX (15 years). PRRCX (2.14) 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 : 5.82 vs. PRRCX (-0.05). JEPIX return over 5 years is better than : 71.01 vs. PRRCX (27.75).
| JEPIX | PRRCX | JEPIX / PRRCX | |
| Total Expense Ratio | 0.60 | 2.14 | 28% |
| Annual Report Gross Expense Ratio | 0.60 | 2.14 | 28% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | -0.864 | -1.311 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.26B | 111M | 5,642% |
| Annual Yield % from dividends | 8.04 | 11.76 | 68% |
| Returns for 1 year | 5.82 | -0.05 | -11,516% |
| Returns for 3 years | 27.50 | 11.72 | 235% |
| Returns for 5 years | 71.01 | 27.75 | 256% |
| Returns for 10 years | N/A | -0.12 | - |
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