Ad is loading...
JEPCX vs TCBAX
JEPCX vs TCBAX Comparison
Open Charts JEPCX vs TCBAX
View a ticker or compare two or three
VS
VS
JEPCX vs TCBAX Comparison Chart
Loading...
JEPCX vs. TCBAX commentary
Sep 21, 2024
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: 6.52B vs. TCBAX (110M). 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 : 13.91 vs. TCBAX (5.87). JEPCX return over 5 years is better than : 51.28 vs. TCBAX (3.73).
| 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 | 10.910 | 2.928 | 373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.52B | 110M | 5,924% |
| Annual Yield % from dividends | 6.58 | 1.72 | 382% |
| Returns for 1 year | 13.91 | 5.87 | 237% |
| Returns for 3 years | 22.39 | -3.92 | -571% |
| Returns for 5 years | 51.28 | 3.73 | 1,375% |
| Returns for 10 years | N/A | -9.48 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers