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JEPRX vs TCBAX
JEPRX vs TCBAX Comparison Chart in %
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JEPRX vs. TCBAX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.03B vs. TCBAX (115M). JEPRX pays higher dividends than TCBAX: JEPRX (8.24) vs TCBAX (0.90). JEPRX was incepted earlier than TCBAX: JEPRX (7 years) vs TCBAX (12 years). TCBAX (1.81) is less costly to investors than JEPRX (0.34). JEPRX is a more actively managed with annual turnover of: 178.00 vs. TCBAX (121.00). 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 : 7.63 vs. TCBAX (7.00). JEPRX return over 5 years is better than : 58.62 vs. TCBAX (6.78).
| JEPRX | TCBAX | JEPRX / TCBAX | |
| Total Expense Ratio | 0.34 | 1.74 | 20% |
| Annual Report Gross Expense Ratio | 0.34 | 1.81 | 19% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 2.540 | 3.956 | 64% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 2500 | 600,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 115M | 5,247% |
| Annual Yield % from dividends | 8.24 | 0.90 | 913% |
| Returns for 1 year | 7.63 | 7.00 | 109% |
| Returns for 3 years | 34.70 | 1.31 | 2,656% |
| Returns for 5 years | 58.62 | 6.78 | 865% |
| Returns for 10 years | N/A | 19.30 | - |
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