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JEPAX vs TCBIX
JEPAX vs TCBIX Comparison
Open Charts JEPAX vs TCBIX
JEPAX vs TCBIX Comparison Chart in %
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JEPAX vs. TCBIX commentary
Jun 04, 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 Buy and TCBIX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 5.16B vs. TCBIX (123M). JEPAX pays higher dividends than TCBIX: JEPAX (7.86) vs TCBIX (1.25). JEPAX was incepted earlier than TCBIX: JEPAX (8 years) vs TCBIX (13 years). TCBIX (1.57) is less costly to investors than JEPAX (0.84). JEPAX is a more actively managed with annual turnover of: 176.00 vs. TCBIX (121.00). TCBIX has a lower initial minimum investment than JEPAX: TCBIX (0) vs JEPAX (1000). TCBIX annual gain was more profitable for investors over the last year : 14.30 vs. JEPAX (7.32). JEPAX return over 5 years is better than : 39.28 vs. TCBIX (1.36).
| JEPAX | TCBIX | JEPAX / TCBIX | |
| Total Expense Ratio | 0.84 | 1.51 | 56% |
| Annual Report Gross Expense Ratio | 0.84 | 1.57 | 54% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | -0.154 | 8.995 | -2% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.16B | 123M | 4,196% |
| Annual Yield % from dividends | 7.86 | 1.25 | 629% |
| Returns for 1 year | 7.32 | 14.30 | 51% |
| Returns for 3 years | 27.19 | 16.18 | 168% |
| Returns for 5 years | 39.28 | 1.36 | 2,880% |
| Returns for 10 years | N/A | 17.53 | - |
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