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JEPAX vs TCBAX
JEPAX vs TCBAX Comparison
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JEPAX vs TCBAX Comparison Chart in %
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JEPAX vs. TCBAX commentary
Jun 18, 2026
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 Hold and TCBAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 5.17B vs. TCBAX (123M). JEPAX pays higher dividends than TCBAX: JEPAX (7.86) vs TCBAX (1.01). JEPAX was incepted earlier than TCBAX: JEPAX (8 years) vs TCBAX (13 years). TCBAX (1.83) is less costly to investors than JEPAX (0.84). JEPAX is a more actively managed with annual turnover of: 176.00 vs. TCBAX (121.00). JEPAX (5%) and TCBAX (5%) have equivalent initial investment costs. TCBAX has a lower initial minimum investment than JEPAX: TCBAX (0) vs JEPAX (1000). TCBAX annual gain was more profitable for investors over the last year : 11.17 vs. JEPAX (9.35). JEPAX return over 5 years is better than : 43.53 vs. TCBAX (2.52).
| JEPAX | TCBAX | JEPAX / TCBAX | |
| Total Expense Ratio | 0.84 | 1.77 | 47% |
| Annual Report Gross Expense Ratio | 0.84 | 1.83 | 46% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 1.733 | 7.952 | 22% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.17B | 123M | 4,205% |
| Annual Yield % from dividends | 7.86 | 1.01 | 781% |
| Returns for 1 year | 9.35 | 11.17 | 84% |
| Returns for 3 years | 28.92 | 11.07 | 261% |
| Returns for 5 years | 43.53 | 2.52 | 1,724% |
| Returns for 10 years | N/A | 14.96 | - |
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