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JEPIX vs TCBAX
JEPIX vs TCBAX Comparison Chart in %
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JEPIX vs. TCBAX commentary
Jul 27, 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: 6.43B vs. TCBAX (108M). JEPIX pays higher dividends than TCBAX: JEPIX (8.28) vs TCBAX (1.42). 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 : 9.91 vs. TCBAX (2.83). JEPIX return over 5 years is better than : 66.13 vs. TCBAX (24.11).
| 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 | 3.074 | 4.662 | 66% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 108M | 5,957% |
| Annual Yield % from dividends | 8.28 | 1.42 | 585% |
| Returns for 1 year | 9.91 | 2.83 | 350% |
| Returns for 3 years | 31.24 | 0.36 | 8,646% |
| Returns for 5 years | 66.13 | 24.11 | 274% |
| Returns for 10 years | N/A | 2.40 | - |
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