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JEPAX vs TCBIX
JEPAX vs TCBIX Comparison Chart
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JEPAX vs. TCBIX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.48B vs. TCBIX (105M). JEPAX pays higher dividends than TCBIX: JEPAX (7.05) vs TCBIX (1.99). JEPAX was incepted earlier than TCBIX: JEPAX (6 years) vs TCBIX (11 years). JEPAX is a more actively managed with annual turnover of: 189.00 vs. TCBIX (154.00). 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 : 13.56 vs. TCBIX (2.51). JEPAX return over 5 years is better than : 50.65 vs. TCBIX (0.41).
| JEPAX | TCBIX | JEPAX / TCBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 1.254 | 2.414 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.48B | 105M | 6,170% |
| Annual Yield % from dividends | 7.05 | 1.99 | 355% |
| Returns for 1 year | 13.56 | 2.51 | 539% |
| Returns for 3 years | 23.06 | -9.18 | -251% |
| Returns for 5 years | 50.65 | 0.41 | 12,492% |
| Returns for 10 years | N/A | 2.27 | - |
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