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JEPRX vs TCBIX
JEPRX vs TCBIX Comparison Chart in %
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JEPRX vs. TCBIX commentary
Dec 28, 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 TCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.12B vs. TCBIX (111M). JEPRX pays higher dividends than TCBIX: JEPRX (8.25) vs TCBIX (1.53). 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 : 6.28 vs. TCBIX (4.53). JEPRX return over 5 years is better than : 59.19 vs. TCBIX (9.85).
| 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 | 7.411 | 5.373 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 10000 | 150,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 111M | 5,516% |
| Annual Yield % from dividends | 8.25 | 1.53 | 539% |
| Returns for 1 year | 6.28 | 4.53 | 139% |
| Returns for 3 years | 33.88 | 2.81 | 1,207% |
| Returns for 5 years | 59.19 | 9.85 | 601% |
| Returns for 10 years | N/A | 10.87 | - |
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