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JEPRX vs TCBAX
JEPRX vs TCBAX Comparison Chart
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JEPRX vs. TCBAX commentary
May 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 TCBAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.22B vs. TCBAX (102M). JEPRX pays higher dividends than TCBAX: JEPRX (8.30) vs TCBAX (1.56). JEPRX was incepted earlier than TCBAX: JEPRX (7 years) vs TCBAX (12 years). TCBAX (1.81) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. TCBAX (125.00). 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 : 5.24 vs. TCBAX (-2.94). JEPRX return over 5 years is better than : 71.28 vs. TCBAX (20.31).
| JEPRX | TCBAX | JEPRX / TCBAX | |
| Total Expense Ratio | 0.35 | 1.74 | 20% |
| Annual Report Gross Expense Ratio | 0.35 | 1.81 | 19% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | -1.573 | -1.314 | 120% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 2500 | 600,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 102M | 6,101% |
| Annual Yield % from dividends | 8.30 | 1.56 | 533% |
| Returns for 1 year | 5.24 | -2.94 | -178% |
| Returns for 3 years | 27.44 | -8.58 | -320% |
| Returns for 5 years | 71.28 | 20.31 | 351% |
| Returns for 10 years | N/A | -6.43 | - |
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