JEPIX
Price
$13.43
Change
+$0.10 (+0.75%)
Updated
Apr 23 closing price
Net Assets
5.93B
TCBAX
Price
$8.29
Change
+$0.02 (+0.24%)
Updated
Apr 23 closing price
Net Assets
97.73M
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JEPIX vs TCBAX

Header iconJEPIX vs TCBAX Comparison
Open Charts JEPIX vs TCBAXBanner chart's image
JPMorgan Equity Premium Income I
Price$13.43
Change+$0.10 (+0.75%)
VolumeN/A
Net Assets5.93B
Covered Bridge A
Price$8.29
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets97.73M
JEPIX vs TCBAX Comparison Chart
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JEPIX vs. TCBAX commentary
Apr 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.

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FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.93B vs. TCBAX (97.7M). JEPIX pays higher dividends than TCBAX: JEPIX (7.56) vs TCBAX (1.51). 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 : 2.50 vs. TCBAX (-6.89). JEPIX return over 5 years is better than : 65.92 vs. TCBAX (13.67).
JEPIXTCBAXJEPIX / TCBAX
Total Expense Ratio0.601.7434%
Annual Report Gross Expense Ratio0.601.8133%
Fund Existence7 years12 years-
Gain YTD-5.382-5.43099%
Front LoadN/A5%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.93B97.7M6,069%
Annual Yield % from dividends7.561.51501%
Returns for 1 year2.50-6.89-36%
Returns for 3 years15.82-15.13-105%
Returns for 5 years65.9213.67482%
Returns for 10 yearsN/A-10.68-
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