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JEPRX vs TCBIX
JEPRX vs TCBIX Comparison Chart in %
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JEPRX vs. TCBIX commentary
Sep 09, 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 TCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.39B vs. TCBIX (109M). JEPRX pays higher dividends than TCBIX: JEPRX (8.55) vs TCBIX (1.62). JEPRX was incepted earlier than TCBIX: JEPRX (7 years) vs TCBIX (12 years). TCBIX (1.56) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. TCBIX (125.00). TCBIX has a lower initial minimum investment than JEPRX: TCBIX (10000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 6.54 vs. TCBIX (2.55). JEPRX return over 5 years is better than : 65.20 vs. TCBIX (23.97).
| JEPRX | TCBIX | JEPRX / TCBIX | |
| Total Expense Ratio | 0.35 | 1.49 | 23% |
| Annual Report Gross Expense Ratio | 0.35 | 1.56 | 22% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 4.309 | 5.655 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 10000 | 150,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 109M | 5,862% |
| Annual Yield % from dividends | 8.55 | 1.62 | 528% |
| Returns for 1 year | 6.54 | 2.55 | 257% |
| Returns for 3 years | 35.03 | 3.60 | 974% |
| Returns for 5 years | 65.20 | 23.97 | 272% |
| Returns for 10 years | N/A | 10.12 | - |
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