Ad is loading...
JEPAX vs TCBAX
JEPAX vs TCBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEPAX vs. TCBAX commentary
Apr 25, 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 JEPAX is a Buy and TCBAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 5.93B vs. TCBAX (97.7M). JEPAX pays higher dividends than TCBAX: JEPAX (7.30) vs TCBAX (1.51). JEPAX was incepted earlier than TCBAX: JEPAX (7 years) vs TCBAX (12 years). TCBAX (1.81) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. TCBAX (125.00). JEPAX (5%) and TCBAX (5%) have equivalent initial investment costs. JEPAX has a lower initial minimum investment than TCBAX: JEPAX (1000) vs TCBAX (2500). JEPAX annual gain was more profitable for investors over the last year : 2.16 vs. TCBAX (-6.89). JEPAX return over 5 years is better than : 63.76 vs. TCBAX (13.67).
| JEPAX | TCBAX | JEPAX / TCBAX | |
| Total Expense Ratio | 0.85 | 1.74 | 49% |
| Annual Report Gross Expense Ratio | 0.85 | 1.81 | 47% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | -5.446 | -5.430 | 100% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.93B | 97.7M | 6,069% |
| Annual Yield % from dividends | 7.30 | 1.51 | 484% |
| Returns for 1 year | 2.16 | -6.89 | -31% |
| Returns for 3 years | 14.87 | -15.13 | -98% |
| Returns for 5 years | 63.76 | 13.67 | 467% |
| Returns for 10 years | N/A | -10.68 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BDEC | 40.64 | 0.47 | +1.17% |
| Innovator U.S. Equity Buffer ETF™ - Dec | |||
| IQI | 9.24 | 0.09 | +0.98% |
| INVESCO QUALITY Municipal SECURITIES | |||
| IBDU | 22.94 | 0.01 | +0.04% |
| iShares iBonds Dec 2029 Term Corp ETF | |||
| CEW | 17.82 | -0.04 | -0.25% |
| WisdomTree Emerging Currency Strat ETF | |||
| TSLS | 10.62 | -0.60 | -5.35% |
| Direxion Daily TSLA Bear 1X Shares | |||