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JEPIX vs TCBIX
JEPIX vs TCBIX Comparison Chart
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JEPIX vs. TCBIX commentary
Apr 08, 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: 5.85B vs. TCBIX (95.4M). 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 : -1.12 vs. TCBIX (-9.83). JEPIX return over 5 years is better than : 75.14 vs. TCBIX (17.01).
| 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 | -7.937 | -7.365 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.85B | 95.4M | 6,133% |
| Annual Yield % from dividends | 7.56 | 1.78 | 424% |
| Returns for 1 year | -1.12 | -9.83 | 11% |
| Returns for 3 years | 10.57 | -17.15 | -62% |
| Returns for 5 years | 75.14 | 17.01 | 442% |
| Returns for 10 years | N/A | -8.77 | - |
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