Interact to see
Advertisement
Advertisement
JEPAX vs TCBIX
JEPAX vs TCBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEPAX vs. TCBIX commentary
Jun 14, 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: 6.35B vs. TCBIX (106M). JEPAX pays higher dividends than TCBIX: JEPAX (8.02) vs TCBIX (1.79). 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 : 8.09 vs. TCBIX (3.11). JEPAX return over 5 years is better than : 71.16 vs. TCBIX (19.84).
| 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 | 1.215 | 3.133 | 39% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.35B | 106M | 5,994% |
| Annual Yield % from dividends | 8.02 | 1.79 | 449% |
| Returns for 1 year | 8.09 | 3.11 | 260% |
| Returns for 3 years | 35.69 | 1.56 | 2,292% |
| Returns for 5 years | 71.16 | 19.84 | 359% |
| Returns for 10 years | N/A | 0.10 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RLY | 29.52 | 0.18 | +0.63% |
| SPDR® SSgA Multi-Asset Real Return ETF | |||
| IBTF | 23.33 | 0.01 | +0.04% |
| iShares iBonds Dec 2025 Term Tr ETF | |||
| HYGI | 26.93 | -0.10 | -0.37% |
| iShares Inflation Hedged Hgh Yld Bd ETF | |||
| KAPR | 31.78 | -0.26 | -0.81% |
| Innovator Russell 2000 Pwr Bffr ETF Apr | |||
| PSR | 92.00 | -0.79 | -0.85% |
| Invesco Active US Real Estate | |||