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JEPIX vs TCBIX
JEPIX vs TCBIX Comparison Chart in %
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JEPIX vs. TCBIX commentary
Nov 20, 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 Hold and TCBIX is a Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.02B vs. TCBIX (109M). JEPIX pays higher dividends than TCBIX: JEPIX (8.20) 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 : 2.85 vs. TCBIX (-0.54). JEPIX return over 5 years is better than : 55.47 vs. TCBIX (13.57).
| 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 | 4.202 | 4.210 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.02B | 109M | 5,524% |
| Annual Yield % from dividends | 8.20 | 1.56 | 526% |
| Returns for 1 year | 2.85 | -0.54 | -524% |
| Returns for 3 years | 29.46 | -0.46 | -6,406% |
| Returns for 5 years | 55.47 | 13.57 | 409% |
| Returns for 10 years | N/A | 4.80 | - |
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