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JEPCX vs TCBIX
JEPCX vs TCBIX Comparison Chart
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JEPCX vs. TCBIX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.48B vs. TCBIX (105M). JEPCX pays higher dividends than TCBIX: JEPCX (6.58) vs TCBIX (1.99). JEPCX was incepted earlier than TCBIX: JEPCX (6 years) vs TCBIX (11 years). JEPCX is a more actively managed with annual turnover of: 189.00 vs. TCBIX (154.00). 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 : 12.99 vs. TCBIX (2.51). JEPCX return over 5 years is better than : 46.92 vs. TCBIX (0.41).
| JEPCX | TCBIX | JEPCX / TCBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 1.254 | 2.414 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.48B | 105M | 6,170% |
| Annual Yield % from dividends | 6.58 | 1.99 | 331% |
| Returns for 1 year | 12.99 | 2.51 | 517% |
| Returns for 3 years | 21.21 | -9.18 | -231% |
| Returns for 5 years | 46.92 | 0.41 | 11,572% |
| Returns for 10 years | N/A | 2.27 | - |
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