JEPIX
Price
$14.20
Change
+$0.04 (+0.28%)
Updated
Oct 3 closing price
Net Assets
6.28B
TCBIX
Price
$9.10
Change
+$0.03 (+0.33%)
Updated
Oct 3 closing price
Net Assets
110.25M
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JEPIX vs TCBIX

Header iconJEPIX vs TCBIX Comparison
Open Charts JEPIX vs TCBIXBanner chart's image
JPMorgan Equity Premium Income I
Price$14.20
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets6.28B
Covered Bridge I
Price$9.10
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets110.25M
JEPIX vs TCBIX Comparison Chart in %
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JEPIX vs. TCBIX commentary
Oct 05, 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 TCBIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.28B vs. TCBIX (110M). JEPIX pays higher dividends than TCBIX: JEPIX (8.23) vs TCBIX (1.56). JEPIX was incepted earlier than TCBIX: JEPIX (7 years) vs TCBIX (12 years). TCBIX (1.56) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. TCBIX (125.00). TCBIX has a lower initial minimum investment than JEPIX: TCBIX (10000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 4.57 vs. TCBIX (1.90). JEPIX return over 5 years is better than : 64.35 vs. TCBIX (28.34).
JEPIXTCBIXJEPIX / TCBIX
Total Expense Ratio0.601.4940%
Annual Report Gross Expense Ratio0.601.5638%
Fund Existence7 years12 years-
Gain YTD5.0065.83886%
Front LoadN/AN/A-
Min. Initial Investment10000001000010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.28B110M5,709%
Annual Yield % from dividends8.231.56527%
Returns for 1 year4.571.90240%
Returns for 3 years37.778.75432%
Returns for 5 years64.3528.34227%
Returns for 10 yearsN/A10.08-
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