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JEPCX vs TCBAX
JEPCX vs TCBAX Comparison
Open Charts JEPCX vs TCBAX
JEPCX vs TCBAX Comparison Chart in %
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JEPCX vs. TCBAX commentary
Jul 31, 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 JEPCX is a Buy and TCBAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 4.98B vs. TCBAX (126M). JEPCX pays higher dividends than TCBAX: JEPCX (7.28) vs TCBAX (0.98). JEPCX was incepted earlier than TCBAX: JEPCX (8 years) vs TCBAX (13 years). TCBAX (1.83) is less costly to investors than JEPCX (1.34). JEPCX is a more actively managed with annual turnover of: 176.00 vs. TCBAX (121.00). TCBAX has a lower initial minimum investment than JEPCX: TCBAX (0) vs JEPCX (1000). TCBAX annual gain was more profitable for investors over the last year : 8.36 vs. JEPCX (7.54). JEPCX return over 5 years is better than : 34.40 vs. TCBAX (1.90).
| JEPCX | TCBAX | JEPCX / TCBAX | |
| Total Expense Ratio | 1.34 | 1.77 | 76% |
| Annual Report Gross Expense Ratio | 1.34 | 1.83 | 73% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 2.538 | 6.789 | 37% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.98B | 126M | 3,956% |
| Annual Yield % from dividends | 7.28 | 0.98 | 744% |
| Returns for 1 year | 7.54 | 8.36 | 90% |
| Returns for 3 years | 24.89 | 9.21 | 270% |
| Returns for 5 years | 34.40 | 1.90 | 1,807% |
| Returns for 10 years | N/A | 8.57 | - |
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