JEPRX
Price
$14.68
Change
-$0.02 (-0.14%)
Updated
Sep 20 closing price
TCBAX
Price
$9.28
Change
-$0.01 (-0.11%)
Updated
Sep 20 closing price
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JEPRX vs TCBAX

Header iconJEPRX vs TCBAX Comparison
Open Charts JEPRX vs TCBAXBanner chart's image
JPMorgan Equity Premium Income R6
Price$14.68
Change-$0.02 (-0.14%)
VolumeN/A
CapitalizationN/A
Covered Bridge A
Price$9.28
Change-$0.01 (-0.11%)
VolumeN/A
CapitalizationN/A
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JEPRX vs TCBAX Comparison Chart
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VS
JEPRX vs. TCBAX commentary
Sep 21, 2024

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 StrongBuy and TCBAX is a Buy.

FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.52B vs. TCBAX (110M). JEPRX pays higher dividends than TCBAX: JEPRX (7.53) vs TCBAX (1.72). JEPRX was incepted earlier than TCBAX: JEPRX (6 years) vs TCBAX (11 years). JEPRX is a more actively managed with annual turnover of: 189.00 vs. TCBAX (154.00). TCBAX has a lower initial minimum investment than JEPRX: TCBAX (2500) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 15.06 vs. TCBAX (5.87). JEPRX return over 5 years is better than : 59.00 vs. TCBAX (3.73).
JEPRXTCBAXJEPRX / TCBAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence6 years11 years-
Gain YTD11.6522.928398%
Front LoadN/AN/A-
Min. Initial Investment150000002500600,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.52B110M5,924%
Annual Yield % from dividends7.531.72437%
Returns for 1 year15.065.87257%
Returns for 3 years26.14-3.92-666%
Returns for 5 years59.003.731,582%
Returns for 10 yearsN/A-9.48-
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