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JEPRX vs TCBAX
JEPRX vs TCBAX Comparison Chart in %
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JEPRX vs. TCBAX commentary
Aug 17, 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: 6.39B vs. TCBAX (108M). JEPRX pays higher dividends than TCBAX: JEPRX (8.72) vs TCBAX (1.41). 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 : 7.03 vs. TCBAX (2.84). JEPRX return over 5 years is better than : 63.56 vs. TCBAX (20.78).
| 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 | 3.292 | 4.433 | 74% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 2500 | 600,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 108M | 5,912% |
| Annual Yield % from dividends | 8.72 | 1.41 | 617% |
| Returns for 1 year | 7.03 | 2.84 | 248% |
| Returns for 3 years | 27.69 | -5.98 | -463% |
| Returns for 5 years | 63.56 | 20.78 | 306% |
| Returns for 10 years | N/A | 2.28 | - |
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