Interact to see
Advertisement
Advertisement
JEPAX vs TCBAX
JEPAX vs TCBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEPAX vs. TCBAX commentary
May 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: 6.22B vs. TCBAX (102M). JEPAX pays higher dividends than TCBAX: JEPAX (7.78) vs TCBAX (1.56). 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 : 4.78 vs. TCBAX (-2.94). JEPAX return over 5 years is better than : 67.06 vs. TCBAX (20.31).
| 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 | -1.737 | -1.314 | 132% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 102M | 6,101% |
| Annual Yield % from dividends | 7.78 | 1.56 | 499% |
| Returns for 1 year | 4.78 | -2.94 | -163% |
| Returns for 3 years | 25.53 | -8.58 | -298% |
| Returns for 5 years | 67.06 | 20.31 | 330% |
| Returns for 10 years | N/A | -6.43 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EATV | 15.46 | N/A | N/A |
| VegTech Food Innovation & Climate ETF | |||
| CSHI | 49.64 | -0.02 | -0.04% |
| NEOS Enhanced Income CA Alt ETF | |||
| XMAR | 37.27 | -0.13 | -0.34% |
| FT Vest U.S. Eq Enh & ModBufETF-Mar | |||
| PRFZ | 38.47 | -0.19 | -0.49% |
| Invesco RAFI US 1500 Small-Mid ETF | |||
| HIDV | 69.27 | -0.36 | -0.52% |
| AB US High Dividend ETF | |||