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JEPIX vs PRRCX
JEPIX vs PRRCX Comparison Chart in %
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JEPIX vs. PRRCX commentary
Jul 07, 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: 6.43B vs. PRRCX (130M). PRRCX pays higher dividends than JEPIX: PRRCX (10.86) 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). PRRCX annual gain was more profitable for investors over the last year : 11.17 vs. JEPIX (9.75). JEPIX return over 5 years is better than : 71.19 vs. PRRCX (33.11).
| 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 | 3.147 | 10.540 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 130M | 4,948% |
| Annual Yield % from dividends | 8.28 | 10.86 | 76% |
| Returns for 1 year | 9.75 | 11.17 | 87% |
| Returns for 3 years | 32.56 | 28.78 | 113% |
| Returns for 5 years | 71.19 | 33.11 | 215% |
| Returns for 10 years | N/A | 17.67 | - |
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