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JEPAX vs TCBIX
JEPAX vs TCBIX Comparison Chart
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JEPAX vs. TCBIX commentary
May 23, 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 TCBIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.28B vs. TCBIX (102M). JEPAX pays higher dividends than TCBIX: JEPAX (7.78) vs TCBIX (1.84). 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 : 4.95 vs. TCBIX (-3.64). JEPAX return over 5 years is better than : 68.40 vs. TCBIX (22.04).
| JEPAX | TCBIX | JEPAX / TCBIX | |
| Total Expense Ratio | 0.85 | 1.49 | 57% |
| Annual Report Gross Expense Ratio | 0.85 | 1.56 | 54% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | -0.949 | -0.790 | 120% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28B | 102M | 6,154% |
| Annual Yield % from dividends | 7.78 | 1.84 | 423% |
| Returns for 1 year | 4.95 | -3.64 | -136% |
| Returns for 3 years | 26.99 | -7.57 | -357% |
| Returns for 5 years | 68.40 | 22.04 | 310% |
| Returns for 10 years | N/A | -5.18 | - |
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