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JEPRX vs JEPSX
JEPRX vs JEPSX Comparison Chart
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JEPRX vs. JEPSX commentary
Jun 14, 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 JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX (6.35B) and JEPSX (6.35B) have equal amount of cash in the bank . JEPRX (8.54) and JEPSX (8.43) have matching dividends . JEPRX was incepted earlier than JEPSX: JEPRX (7 years) vs JEPSX (7 years). JEPSX (0.54) is less costly to investors than JEPRX (0.35). JEPRX (176.00) and JEPSX (176.00) have comparable annual turnover. JEPSX has a lower initial minimum investment than JEPRX: JEPSX (0) vs JEPRX (15000000). JEPRX (7.86) and JEPSX (7.75) have marching annual gain over last year. JEPRX (74.37) and JEPSX (73.34) have equivalent 5 years return.
| JEPRX | JEPSX | JEPRX / JEPSX | |
| Total Expense Ratio | 0.35 | 0.45 | 78% |
| Annual Report Gross Expense Ratio | 0.35 | 0.54 | 65% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 0.703 | 0.586 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.35B | 6.35B | 100% |
| Annual Yield % from dividends | 8.54 | 8.43 | 101% |
| Returns for 1 year | 7.86 | 7.75 | 102% |
| Returns for 3 years | 36.67 | 36.34 | 101% |
| Returns for 5 years | 74.37 | 73.34 | 101% |
| Returns for 10 years | N/A | N/A | - |
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