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JEPIX vs TCBAX
JEPIX vs TCBAX Comparison Chart
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JEPIX vs. TCBAX commentary
Feb 23, 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 StrongBuy and TCBAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.56B vs. TCBAX (107M). JEPIX pays higher dividends than TCBAX: JEPIX (7.29) vs TCBAX (1.72). JEPIX was incepted earlier than TCBAX: JEPIX (6 years) vs TCBAX (11 years). JEPIX is a more actively managed with annual turnover of: 189.00 vs. TCBAX (154.00). 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 : 11.90 vs. TCBAX (2.32). JEPIX return over 5 years is better than : 51.75 vs. TCBAX (4.16).
| JEPIX | TCBAX | JEPIX / TCBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 2.838 | 4.561 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.56B | 107M | 6,130% |
| Annual Yield % from dividends | 7.29 | 1.72 | 424% |
| Returns for 1 year | 11.90 | 2.32 | 514% |
| Returns for 3 years | 30.46 | -5.94 | -513% |
| Returns for 5 years | 51.75 | 4.16 | 1,244% |
| Returns for 10 years | N/A | -0.57 | - |
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