JEPAX
Price
$12.90
Change
-$0.07 (-0.54%)
Updated
Apr 7 closing price
Net Assets
5.85B
TCBIX
Price
$7.96
Change
-$0.07 (-0.87%)
Updated
Apr 7 closing price
Net Assets
95.37M
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JEPAX vs TCBIX

Header iconJEPAX vs TCBIX Comparison
Open Charts JEPAX vs TCBIXBanner chart's image
JPMorgan Equity Premium Income A
Price$12.90
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets5.85B
Covered Bridge I
Price$7.96
Change-$0.07 (-0.87%)
VolumeN/A
Net Assets95.37M
JEPAX vs TCBIX Comparison Chart
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JEPAX vs. TCBIX commentary
Apr 08, 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 Hold and TCBIX is a Hold.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 5.85B vs. TCBIX (95.4M). JEPAX pays higher dividends than TCBIX: JEPAX (7.30) vs TCBIX (1.78). JEPAX was incepted earlier than TCBIX: JEPAX (7 years) vs TCBIX (12 years). TCBIX (1.56) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. TCBIX (125.00). JEPAX has a lower initial minimum investment than TCBIX: JEPAX (1000) vs TCBIX (10000). JEPAX annual gain was more profitable for investors over the last year : -1.36 vs. TCBIX (-9.83). JEPAX return over 5 years is better than : 73.00 vs. TCBIX (17.01).
JEPAXTCBIXJEPAX / TCBIX
Total Expense Ratio0.851.4957%
Annual Report Gross Expense Ratio0.851.5654%
Fund Existence7 years12 years-
Gain YTD-7.931-7.365108%
Front Load5%N/A-
Min. Initial Investment10001000010%
Min. Initial Investment IRAN/AN/A-
Net Assets5.85B95.4M6,133%
Annual Yield % from dividends7.301.78410%
Returns for 1 year-1.36-9.8314%
Returns for 3 years9.74-17.15-57%
Returns for 5 years73.0017.01429%
Returns for 10 yearsN/A-8.77-
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