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JEPIX vs TCBAX
JEPIX vs TCBAX Comparison
Open Charts JEPIX vs TCBAX
JEPIX vs TCBAX Comparison Chart in %
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JEPIX vs. TCBAX commentary
Aug 21, 2026
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 Hold and TCBAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.03B vs. TCBAX (128M). JEPIX pays higher dividends than TCBAX: JEPIX (7.93) vs TCBAX (0.95). JEPIX was incepted earlier than TCBAX: JEPIX (8 years) vs TCBAX (13 years). TCBAX (1.83) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 176.00 vs. TCBAX (121.00). TCBAX has a lower initial minimum investment than JEPIX: TCBAX (0) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 9.90 vs. TCBAX (9.36). JEPIX return over 5 years is better than : 41.17 vs. TCBAX (4.44).
| JEPIX | TCBAX | JEPIX / TCBAX | |
| Total Expense Ratio | 0.59 | 1.77 | 33% |
| Annual Report Gross Expense Ratio | 0.59 | 1.83 | 32% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 5.505 | 9.334 | 59% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 128M | 3,932% |
| Annual Yield % from dividends | 7.93 | 0.95 | 834% |
| Returns for 1 year | 9.90 | 9.36 | 106% |
| Returns for 3 years | 33.96 | 15.96 | 213% |
| Returns for 5 years | 41.17 | 4.44 | 928% |
| Returns for 10 years | N/A | 9.85 | - |
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