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JEPIX vs TCBIX
JEPIX vs TCBIX Comparison Chart
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JEPIX vs. TCBIX commentary
Nov 18, 2024
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 StrongBuy and TCBIX is a Sell.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.45B vs. TCBIX (110M). JEPIX pays higher dividends than TCBIX: JEPIX (7.29) vs TCBIX (1.99). JEPIX was incepted earlier than TCBIX: JEPIX (6 years) vs TCBIX (11 years). JEPIX is a more actively managed with annual turnover of: 189.00 vs. TCBIX (154.00). 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 : 17.64 vs. TCBIX (7.83). JEPIX return over 5 years is better than : 58.02 vs. TCBIX (2.81).
| JEPIX | TCBIX | JEPIX / TCBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 13.828 | 3.363 | 411% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 110M | 5,864% |
| Annual Yield % from dividends | 7.29 | 1.99 | 367% |
| Returns for 1 year | 17.64 | 7.83 | 225% |
| Returns for 3 years | 24.49 | -3.98 | -616% |
| Returns for 5 years | 58.02 | 2.81 | 2,065% |
| Returns for 10 years | N/A | -6.96 | - |
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