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JEPIX vs PRRCX
JEPIX vs PRRCX Comparison
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JEPIX vs PRRCX Comparison Chart in %
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JEPIX vs. PRRCX commentary
Jul 14, 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 JEPIX is a Buy and PRRCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.07B vs. PRRCX (167M). PRRCX pays higher dividends than JEPIX: PRRCX (9.53) vs JEPIX (8.04). JEPIX was incepted earlier than PRRCX: JEPIX (8 years) vs PRRCX (16 years). PRRCX (2.05) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 176.00 vs. PRRCX (65.00). PRRCX has a lower initial minimum investment than JEPIX: PRRCX (2500) vs JEPIX (1000000). PRRCX annual gain was more profitable for investors over the last year : 12.91 vs. JEPIX (8.21). JEPIX return over 5 years is better than : 41.48 vs. PRRCX (17.09).
| JEPIX | PRRCX | JEPIX / PRRCX | |
| Total Expense Ratio | 0.59 | 1.98 | 30% |
| Annual Report Gross Expense Ratio | 0.59 | 2.05 | 29% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 3.000 | 6.622 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.07B | 167M | 3,033% |
| Annual Yield % from dividends | 8.04 | 9.53 | 84% |
| Returns for 1 year | 8.21 | 12.91 | 64% |
| Returns for 3 years | 29.30 | 37.54 | 78% |
| Returns for 5 years | 41.48 | 17.09 | 243% |
| Returns for 10 years | N/A | 42.30 | - |
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