Interact to see
Advertisement
Advertisement
JEPAX vs TCBIX
JEPAX vs TCBIX Comparison
Open Charts JEPAX vs TCBIX
JEPAX vs TCBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEPAX vs. TCBIX commentary
Jul 14, 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: 5.07B vs. TCBIX (123M). JEPAX pays higher dividends than TCBIX: JEPAX (7.78) vs TCBIX (1.24). 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). JEPAX annual gain was more profitable for investors over the last year : 7.93 vs. TCBIX (6.55). JEPAX return over 5 years is better than : 39.81 vs. TCBIX (1.14).
| 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 | 2.942 | 5.207 | 57% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.07B | 123M | 4,118% |
| Annual Yield % from dividends | 7.78 | 1.24 | 630% |
| Returns for 1 year | 7.93 | 6.55 | 121% |
| Returns for 3 years | 28.42 | 10.65 | 267% |
| Returns for 5 years | 39.81 | 1.14 | 3,479% |
| Returns for 10 years | N/A | 9.70 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement