JEPRX
Price
$14.19
Change
+$0.03 (+0.21%)
Updated
Jul 25 closing price
Net Assets
6.45B
TCBAX
Price
$9.12
Change
-$0.00 (-0.00%)
Updated
Jul 25 closing price
Net Assets
107.94M
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JEPRX vs TCBAX

Header iconJEPRX vs TCBAX Comparison
Open Charts JEPRX vs TCBAXBanner chart's image
JPMorgan Equity Premium Income R6
Price$14.19
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.45B
Covered Bridge A
Price$9.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets107.94M
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.

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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).
JEPRXTCBAXJEPRX / TCBAX
Total Expense Ratio0.351.7420%
Annual Report Gross Expense Ratio0.351.8119%
Fund Existence7 years12 years-
Gain YTD3.4944.66275%
Front LoadN/A5%-
Min. Initial Investment150000002500600,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.45B108M5,971%
Annual Yield % from dividends8.541.42604%
Returns for 1 year10.422.83367%
Returns for 3 years32.520.368,999%
Returns for 5 years68.5924.11284%
Returns for 10 yearsN/A2.40-
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