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JEPIX vs TCBAX
JEPIX vs TCBAX Comparison Chart
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JEPIX vs. TCBAX commentary
May 25, 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 JEPIX is a Buy and TCBAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.22B vs. TCBAX (102M). JEPIX pays higher dividends than TCBAX: JEPIX (8.04) vs TCBAX (1.56). JEPIX was incepted earlier than TCBAX: JEPIX (7 years) vs TCBAX (12 years). TCBAX (1.81) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. TCBAX (125.00). TCBAX has a lower initial minimum investment than JEPIX: TCBAX (2500) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 4.97 vs. TCBAX (-2.94). JEPIX return over 5 years is better than : 69.14 vs. TCBAX (20.31).
| JEPIX | TCBAX | JEPIX / TCBAX | |
| Total Expense Ratio | 0.60 | 1.74 | 34% |
| Annual Report Gross Expense Ratio | 0.60 | 1.81 | 33% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | -1.723 | -1.314 | 131% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 102M | 6,101% |
| Annual Yield % from dividends | 8.04 | 1.56 | 516% |
| Returns for 1 year | 4.97 | -2.94 | -169% |
| Returns for 3 years | 26.48 | -8.58 | -309% |
| Returns for 5 years | 69.14 | 20.31 | 340% |
| Returns for 10 years | N/A | -6.43 | - |
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