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JEPRX vs TCBIX
JEPRX vs TCBIX Comparison Chart in %
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JEPRX vs. TCBIX commentary
Feb 04, 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 TCBIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.03B vs. TCBIX (115M). JEPRX pays higher dividends than TCBIX: JEPRX (8.24) vs TCBIX (1.15). JEPRX was incepted earlier than TCBIX: JEPRX (7 years) vs TCBIX (12 years). TCBIX (1.56) is less costly to investors than JEPRX (0.34). JEPRX is a more actively managed with annual turnover of: 178.00 vs. TCBIX (121.00). TCBIX has a lower initial minimum investment than JEPRX: TCBIX (10000) vs JEPRX (15000000). JEPRX annual gain was more profitable for investors over the last year : 7.63 vs. TCBIX (7.11). JEPRX return over 5 years is better than : 58.62 vs. TCBIX (7.82).
| JEPRX | TCBIX | JEPRX / TCBIX | |
| Total Expense Ratio | 0.34 | 1.49 | 23% |
| Annual Report Gross Expense Ratio | 0.34 | 1.56 | 22% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 2.540 | 3.991 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 10000 | 150,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 115M | 5,247% |
| Annual Yield % from dividends | 8.24 | 1.15 | 714% |
| Returns for 1 year | 7.63 | 7.11 | 107% |
| Returns for 3 years | 34.70 | 1.93 | 1,800% |
| Returns for 5 years | 58.62 | 7.82 | 750% |
| Returns for 10 years | N/A | 21.80 | - |
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