JEPIX
Price
$14.20
Change
+$0.06 (+0.42%)
Updated
Apr 2 closing price
Net Assets
6.39B
TCBAX
Price
$8.75
Change
+$0.02 (+0.23%)
Updated
Apr 2 closing price
Net Assets
103.22M
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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$14.20
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets6.39B
Covered Bridge A
Price$8.75
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets103.22M
JEPIX vs TCBAX Comparison Chart
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JEPIX vs. TCBAX commentary
Apr 03, 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 Hold.

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FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.39B vs. TCBAX (103M). 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 : 6.90 vs. TCBAX (-3.84). JEPIX return over 5 years is better than : 90.94 vs. TCBAX (24.95).
JEPIXTCBAXJEPIX / TCBAX
Total Expense Ratio0.601.7434%
Annual Report Gross Expense Ratio0.601.8133%
Fund Existence7 years12 years-
Gain YTD0.368-0.170-216%
Front LoadN/A5%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.39B103M6,201%
Annual Yield % from dividends7.561.51501%
Returns for 1 year6.90-3.84-180%
Returns for 3 years20.54-11.62-177%
Returns for 5 years90.9424.95364%
Returns for 10 yearsN/A-2.62-
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