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JEPIX vs PRRCX
JEPIX vs PRRCX Comparison Chart
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JEPIX vs. PRRCX commentary
Jun 16, 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 JEPIX is a Buy and PRRCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.3B vs. PRRCX (121M). PRRCX pays higher dividends than JEPIX: PRRCX (11.27) vs JEPIX (8.28). JEPIX was incepted earlier than PRRCX: JEPIX (7 years) vs PRRCX (15 years). PRRCX (2.14) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. PRRCX (114.00). PRRCX has a lower initial minimum investment than JEPIX: PRRCX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 7.59 vs. PRRCX (7.13). JEPIX return over 5 years is better than : 72.05 vs. PRRCX (29.27).
| JEPIX | PRRCX | JEPIX / PRRCX | |
| Total Expense Ratio | 0.60 | 2.14 | 28% |
| Annual Report Gross Expense Ratio | 0.60 | 2.14 | 28% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 0.528 | 5.386 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 121M | 5,208% |
| Annual Yield % from dividends | 8.28 | 11.27 | 73% |
| Returns for 1 year | 7.59 | 7.13 | 106% |
| Returns for 3 years | 35.64 | 24.17 | 147% |
| Returns for 5 years | 72.05 | 29.27 | 246% |
| Returns for 10 years | N/A | 8.82 | - |
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