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JEPRX vs JEPSX
JEPRX vs JEPSX Comparison Chart
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JEPRX vs. JEPSX commentary
Apr 25, 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 JEPRX is a Buy and JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX (5.98B) and JEPSX (5.98B) have equal amount of cash in the bank . JEPRX (7.81) and JEPSX (7.71) have matching dividends . JEPRX was incepted earlier than JEPSX: JEPRX (7 years) vs JEPSX (7 years). JEPSX (0.54) is less costly to investors than JEPRX (0.35). JEPRX (176.00) and JEPSX (176.00) have comparable annual turnover. JEPSX has a lower initial minimum investment than JEPRX: JEPSX (0) vs JEPRX (15000000). JEPRX (3.53) and JEPSX (3.42) have marching annual gain over last year. JEPRX (69.28) and JEPSX (68.42) have equivalent 5 years return.
| JEPRX | JEPSX | JEPRX / JEPSX | |
| Total Expense Ratio | 0.35 | 0.45 | 78% |
| Annual Report Gross Expense Ratio | 0.35 | 0.54 | 65% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | -4.546 | -4.638 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.98B | 5.98B | 100% |
| Annual Yield % from dividends | 7.81 | 7.71 | 101% |
| Returns for 1 year | 3.53 | 3.42 | 103% |
| Returns for 3 years | 17.19 | 16.82 | 102% |
| Returns for 5 years | 69.28 | 68.42 | 101% |
| Returns for 10 years | N/A | N/A | - |
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