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JEPRX vs TCBAX
JEPRX vs TCBAX Comparison Chart in %
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JEPRX vs. TCBAX commentary
Jul 27, 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 TCBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.45B vs. TCBAX (108M). JEPRX pays higher dividends than TCBAX: JEPRX (8.54) vs TCBAX (1.42). JEPRX was incepted earlier than TCBAX: JEPRX (7 years) vs TCBAX (12 years). TCBAX (1.81) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. TCBAX (125.00). TCBAX has a lower initial minimum investment than JEPRX: TCBAX (2500) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 10.42 vs. TCBAX (2.83). JEPRX return over 5 years is better than : 68.59 vs. TCBAX (24.11).
| JEPRX | TCBAX | JEPRX / TCBAX | |
| Total Expense Ratio | 0.35 | 1.74 | 20% |
| Annual Report Gross Expense Ratio | 0.35 | 1.81 | 19% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 3.494 | 4.662 | 75% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 2500 | 600,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 108M | 5,971% |
| Annual Yield % from dividends | 8.54 | 1.42 | 604% |
| Returns for 1 year | 10.42 | 2.83 | 367% |
| Returns for 3 years | 32.52 | 0.36 | 8,999% |
| Returns for 5 years | 68.59 | 24.11 | 284% |
| Returns for 10 years | N/A | 2.40 | - |
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