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JEPRX vs TCBAX
JEPRX vs TCBAX Comparison Chart in %
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JEPRX vs. TCBAX commentary
Dec 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 Hold and TCBAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.12B vs. TCBAX (111M). JEPRX pays higher dividends than TCBAX: JEPRX (8.25) vs TCBAX (1.28). 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 : 6.35 vs. TCBAX (4.07). JEPRX return over 5 years is better than : 59.30 vs. TCBAX (8.21).
| 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 | 7.486 | 4.659 | 161% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 2500 | 600,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 111M | 5,517% |
| Annual Yield % from dividends | 8.25 | 1.28 | 645% |
| Returns for 1 year | 6.35 | 4.07 | 156% |
| Returns for 3 years | 33.97 | 1.91 | 1,778% |
| Returns for 5 years | 59.30 | 8.21 | 723% |
| Returns for 10 years | N/A | 8.67 | - |