Interact to see
Advertisement
Advertisement
JEPIX vs TCBIX
JEPIX vs TCBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEPIX vs. TCBIX commentary
Jun 14, 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: 6.35B vs. TCBIX (106M). JEPIX pays higher dividends than TCBIX: JEPIX (8.28) vs TCBIX (1.79). 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 : 8.44 vs. TCBIX (3.11). JEPIX return over 5 years is better than : 73.41 vs. TCBIX (19.84).
| 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 | 1.323 | 3.133 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.35B | 106M | 5,994% |
| Annual Yield % from dividends | 8.28 | 1.79 | 464% |
| Returns for 1 year | 8.44 | 3.11 | 271% |
| Returns for 3 years | 36.71 | 1.56 | 2,357% |
| Returns for 5 years | 73.41 | 19.84 | 370% |
| Returns for 10 years | N/A | 0.10 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers