Interact to see
Advertisement
Advertisement
JEPCX vs TCBIX
JEPCX vs TCBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEPCX vs. TCBIX commentary
Aug 18, 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 Buy and TCBIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.39B vs. TCBIX (108M). JEPCX pays higher dividends than TCBIX: JEPCX (7.69) vs TCBIX (1.68). 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 : 6.03 vs. TCBIX (3.02). JEPCX return over 5 years is better than : 55.68 vs. TCBIX (21.98).
| 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 | 2.760 | 4.612 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 108M | 5,918% |
| Annual Yield % from dividends | 7.69 | 1.68 | 459% |
| Returns for 1 year | 6.03 | 3.02 | 200% |
| Returns for 3 years | 23.98 | -5.36 | -448% |
| Returns for 5 years | 55.68 | 21.98 | 253% |
| Returns for 10 years | N/A | 4.16 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BTLKX | 9.34 | 0.11 | +1.19% |
| Baillie Gifford Intl Concntr Gr EqsK | |||
| VVILX | 30.34 | 0.28 | +0.93% |
| Vulcan Value Partners Institutional | |||
| CIPMX | 22.96 | N/A | N/A |
| Champlain Mid Cap Adv | |||
| FSWFX | 74.25 | -0.18 | -0.24% |
| American Funds SMALLCAP World 529-F-2 | |||
| LYRIX | 29.31 | -0.16 | -0.54% |
| Lyrical US Value Equity Institutional | |||