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JEPIX vs TCBIX
JEPIX vs TCBIX Comparison Chart in %
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JEPIX vs. TCBIX commentary
Sep 09, 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.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.39B vs. TCBIX (109M). JEPIX pays higher dividends than TCBIX: JEPIX (8.29) vs TCBIX (1.62). 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 : 6.27 vs. TCBIX (2.55). JEPIX return over 5 years is better than : 63.25 vs. TCBIX (23.97).
| 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 | 4.135 | 5.655 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 109M | 5,862% |
| Annual Yield % from dividends | 8.29 | 1.62 | 512% |
| Returns for 1 year | 6.27 | 2.55 | 246% |
| Returns for 3 years | 34.11 | 3.60 | 948% |
| Returns for 5 years | 63.25 | 23.97 | 264% |
| Returns for 10 years | N/A | 10.12 | - |
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