Ad is loading...
JEPCX vs TCBAX
JEPCX vs TCBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEPCX vs. TCBAX commentary
Apr 03, 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 JEPCX is a Buy and TCBAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.39B vs. TCBAX (103M). JEPCX pays higher dividends than TCBAX: JEPCX (6.79) vs TCBAX (1.51). JEPCX was incepted earlier than TCBAX: JEPCX (7 years) vs TCBAX (12 years). TCBAX (1.81) is less costly to investors than JEPCX (1.35). JEPCX is a more actively managed with annual turnover of: 176.00 vs. TCBAX (125.00). JEPCX has a lower initial minimum investment than TCBAX: JEPCX (1000) vs TCBAX (2500). JEPCX annual gain was more profitable for investors over the last year : 6.09 vs. TCBAX (-3.84). JEPCX return over 5 years is better than : 83.93 vs. TCBAX (24.95).
| JEPCX | TCBAX | JEPCX / TCBAX | |
| Total Expense Ratio | 1.35 | 1.74 | 78% |
| Annual Report Gross Expense Ratio | 1.35 | 1.81 | 75% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 0.249 | -0.170 | -146% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 103M | 6,201% |
| Annual Yield % from dividends | 6.79 | 1.51 | 451% |
| Returns for 1 year | 6.09 | -3.84 | -159% |
| Returns for 3 years | 17.92 | -11.62 | -154% |
| Returns for 5 years | 83.93 | 24.95 | 336% |
| Returns for 10 years | N/A | -2.62 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers