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JEPRX vs TCBAX
JEPRX vs TCBAX Comparison Chart in %
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JEPRX vs. TCBAX commentary
Nov 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 TCBAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.15B vs. TCBAX (111M). JEPRX pays higher dividends than TCBAX: JEPRX (8.46) vs TCBAX (1.30). 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 : 3.76 vs. TCBAX (0.63). JEPRX return over 5 years is better than : 59.58 vs. TCBAX (15.40).
| 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 | 6.513 | 5.926 | 110% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 2500 | 600,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 111M | 5,541% |
| Annual Yield % from dividends | 8.46 | 1.30 | 650% |
| Returns for 1 year | 3.76 | 0.63 | 598% |
| Returns for 3 years | 34.32 | 0.62 | 5,498% |
| Returns for 5 years | 59.58 | 15.40 | 387% |
| Returns for 10 years | N/A | 7.48 | - |
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