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JEPCX vs TCBIX
JEPCX vs TCBIX Comparison Chart
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JEPCX vs. TCBIX commentary
Apr 08, 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 Hold and TCBIX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 5.85B vs. TCBIX (95.4M). JEPCX pays higher dividends than TCBIX: JEPCX (6.79) vs TCBIX (1.78). JEPCX was incepted earlier than TCBIX: JEPCX (7 years) vs TCBIX (12 years). TCBIX (1.56) is less costly to investors than JEPCX (1.35). JEPCX is a more actively managed with annual turnover of: 176.00 vs. TCBIX (125.00). JEPCX has a lower initial minimum investment than TCBIX: JEPCX (1000) vs TCBIX (10000). JEPCX annual gain was more profitable for investors over the last year : -1.86 vs. TCBIX (-9.83). JEPCX return over 5 years is better than : 68.71 vs. TCBIX (17.01).
| JEPCX | TCBIX | JEPCX / TCBIX | |
| Total Expense Ratio | 1.35 | 1.49 | 91% |
| Annual Report Gross Expense Ratio | 1.35 | 1.56 | 87% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | -8.046 | -7.365 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.85B | 95.4M | 6,133% |
| Annual Yield % from dividends | 6.79 | 1.78 | 381% |
| Returns for 1 year | -1.86 | -9.83 | 19% |
| Returns for 3 years | 8.10 | -17.15 | -47% |
| Returns for 5 years | 68.71 | 17.01 | 404% |
| Returns for 10 years | N/A | -8.77 | - |
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