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JEPIX vs TCBAX
JEPIX vs TCBAX Comparison Chart
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JEPIX vs. TCBAX commentary
Jan 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.42B vs. TCBAX (104M). 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 : 13.62 vs. TCBAX (-0.83). JEPIX return over 5 years is better than : 53.78 vs. TCBAX (-2.20).
| 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 | 0.696 | 0.456 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.42B | 104M | 6,169% |
| Annual Yield % from dividends | 7.29 | 1.72 | 424% |
| Returns for 1 year | 13.62 | -0.83 | -1,642% |
| Returns for 3 years | 19.82 | -10.25 | -193% |
| Returns for 5 years | 53.78 | -2.20 | -2,440% |
| Returns for 10 years | N/A | -0.33 | - |
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