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JEPIX vs TCBIX
JEPIX vs TCBIX Comparison
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JEPIX vs TCBIX Comparison Chart in %
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JEPIX vs. TCBIX commentary
Aug 03, 2026
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: 5.02B vs. TCBIX (126M). JEPIX pays higher dividends than TCBIX: JEPIX (7.93) vs TCBIX (1.20). JEPIX was incepted earlier than TCBIX: JEPIX (8 years) vs TCBIX (13 years). TCBIX (1.57) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 176.00 vs. TCBIX (121.00). TCBIX has a lower initial minimum investment than JEPIX: TCBIX (0) vs JEPIX (1000000). TCBIX (10.07) and JEPIX (10.00) have marching annual gain over last year. JEPIX return over 5 years is better than : 41.58 vs. TCBIX (3.07).
| JEPIX | TCBIX | JEPIX / TCBIX | |
| Total Expense Ratio | 0.59 | 1.51 | 39% |
| Annual Report Gross Expense Ratio | 0.59 | 1.57 | 38% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 4.401 | 7.108 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.02B | 126M | 3,983% |
| Annual Yield % from dividends | 7.93 | 1.20 | 660% |
| Returns for 1 year | 10.00 | 10.07 | 99% |
| Returns for 3 years | 29.50 | 10.55 | 280% |
| Returns for 5 years | 41.58 | 3.07 | 1,353% |
| Returns for 10 years | N/A | 11.79 | - |
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