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JEPRX vs TCBIX
JEPRX vs TCBIX Comparison Chart in %
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JEPRX vs. TCBIX commentary
Oct 05, 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: 6.28B vs. TCBIX (110M). JEPRX pays higher dividends than TCBIX: JEPRX (8.48) vs TCBIX (1.56). 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 : 4.75 vs. TCBIX (1.90). JEPRX return over 5 years is better than : 66.32 vs. TCBIX (28.34).
| 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 | 5.203 | 5.838 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 10000 | 150,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28B | 110M | 5,709% |
| Annual Yield % from dividends | 8.48 | 1.56 | 544% |
| Returns for 1 year | 4.75 | 1.90 | 250% |
| Returns for 3 years | 38.71 | 8.75 | 442% |
| Returns for 5 years | 66.32 | 28.34 | 234% |
| Returns for 10 years | N/A | 10.08 | - |
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