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JEPCX vs TCBAX
JEPCX vs TCBAX Comparison Chart
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JEPCX vs. TCBAX commentary
Feb 23, 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 StrongBuy and TCBAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.56B vs. TCBAX (107M). JEPCX pays higher dividends than TCBAX: JEPCX (6.58) vs TCBAX (1.72). JEPCX was incepted earlier than TCBAX: JEPCX (6 years) vs TCBAX (11 years). JEPCX is a more actively managed with annual turnover of: 189.00 vs. TCBAX (154.00). 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 : 10.98 vs. TCBAX (2.32). JEPCX return over 5 years is better than : 46.08 vs. TCBAX (4.16).
| JEPCX | TCBAX | JEPCX / TCBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 2.774 | 4.561 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.56B | 107M | 6,130% |
| Annual Yield % from dividends | 6.58 | 1.72 | 382% |
| Returns for 1 year | 10.98 | 2.32 | 474% |
| Returns for 3 years | 27.54 | -5.94 | -464% |
| Returns for 5 years | 46.08 | 4.16 | 1,108% |
| Returns for 10 years | N/A | -0.57 | - |
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