Ad is loading...
JEPIX vs TCBIX
JEPIX vs TCBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEPIX vs. TCBIX commentary
Apr 29, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.1B vs. TCBIX (99.2M). JEPIX pays higher dividends than TCBIX: JEPIX (7.56) vs TCBIX (1.78). 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 : 5.10 vs. TCBIX (-5.22). JEPIX return over 5 years is better than : 69.28 vs. TCBIX (16.55).
| JEPIX | TCBIX | JEPIX / TCBIX | |
| Total Expense Ratio | 0.60 | 1.49 | 40% |
| Annual Report Gross Expense Ratio | 0.60 | 1.56 | 38% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | -3.465 | -4.020 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.1B | 99.2M | 6,144% |
| Annual Yield % from dividends | 7.56 | 1.78 | 424% |
| Returns for 1 year | 5.10 | -5.22 | -98% |
| Returns for 3 years | 20.24 | -12.09 | -167% |
| Returns for 5 years | 69.28 | 16.55 | 419% |
| Returns for 10 years | N/A | -8.00 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers