JEPRX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
TCBAX
Price
$9.07
Change
+$0.02 (+0.22%)
Updated
Jul 3 closing price
Net Assets
107.4M
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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$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
Covered Bridge A
Price$9.07
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets107.4M
JEPRX vs TCBAX Comparison Chart in %
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JEPRX vs. TCBAX 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 JEPRX is a Buy and TCBAX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.43B vs. TCBAX (107M). 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 : 10.11 vs. TCBAX (5.56). JEPRX return over 5 years is better than : 73.50 vs. TCBAX (24.54).
JEPRXTCBAXJEPRX / TCBAX
Total Expense Ratio0.351.7420%
Annual Report Gross Expense Ratio0.351.8119%
Fund Existence7 years12 years-
Gain YTD3.3484.08982%
Front LoadN/A5%-
Min. Initial Investment150000002500600,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.43B107M6,012%
Annual Yield % from dividends8.541.42604%
Returns for 1 year10.115.56182%
Returns for 3 years33.572.171,547%
Returns for 5 years73.5024.54300%
Returns for 10 yearsN/A1.53-
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