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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
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 5.02B vs. TCBIX (126M). JEPAX pays higher dividends than TCBIX: JEPAX (7.67) vs TCBIX (1.20). 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 (10.07) and JEPAX (9.72) have marching annual gain over last year. JEPAX return over 5 years is better than : 39.81 vs. TCBIX (3.07).
| 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 | 4.320 | 7.108 | 61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.02B | 126M | 3,983% |
| Annual Yield % from dividends | 7.67 | 1.20 | 639% |
| Returns for 1 year | 9.72 | 10.07 | 96% |
| Returns for 3 years | 28.52 | 10.55 | 270% |
| Returns for 5 years | 39.81 | 3.07 | 1,295% |
| Returns for 10 years | N/A | 11.79 | - |
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