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JEPAX vs TCBAX
JEPAX vs TCBAX Comparison Chart
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JEPAX vs. TCBAX commentary
Apr 03, 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 Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.39B vs. TCBAX (103M). 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 : 6.63 vs. TCBAX (-3.84). JEPAX return over 5 years is better than : 88.60 vs. TCBAX (24.95).
| 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 | 0.375 | -0.170 | -220% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 103M | 6,201% |
| Annual Yield % from dividends | 7.30 | 1.51 | 484% |
| Returns for 1 year | 6.63 | -3.84 | -173% |
| Returns for 3 years | 19.72 | -11.62 | -170% |
| Returns for 5 years | 88.60 | 24.95 | 355% |
| Returns for 10 years | N/A | -2.62 | - |
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