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JEPRX vs TCBIX
JEPRX vs TCBIX Comparison Chart in %
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JEPRX vs. TCBIX 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 TCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.45B vs. TCBIX (108M). JEPRX pays higher dividends than TCBIX: JEPRX (8.54) vs TCBIX (1.68). JEPRX was incepted earlier than TCBIX: JEPRX (7 years) vs TCBIX (12 years). TCBIX (1.56) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. TCBIX (125.00). 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 : 10.42 vs. TCBIX (3.13). JEPRX return over 5 years is better than : 68.59 vs. TCBIX (25.36).
| JEPRX | TCBIX | JEPRX / TCBIX | |
| Total Expense Ratio | 0.35 | 1.49 | 23% |
| Annual Report Gross Expense Ratio | 0.35 | 1.56 | 22% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 3.494 | 4.844 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 10000 | 150,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 108M | 5,971% |
| Annual Yield % from dividends | 8.54 | 1.68 | 509% |
| Returns for 1 year | 10.42 | 3.13 | 333% |
| Returns for 3 years | 32.52 | 0.96 | 3,397% |
| Returns for 5 years | 68.59 | 25.36 | 270% |
| Returns for 10 years | N/A | 4.39 | - |
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