Interact to see
Advertisement
Advertisement
JEPSX vs TCBAX
JEPSX vs TCBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEPSX vs. TCBAX commentary
May 25, 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 JEPSX is a Buy and TCBAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.22B vs. TCBAX (102M). JEPSX pays higher dividends than TCBAX: JEPSX (8.19) vs TCBAX (1.56). JEPSX was incepted earlier than TCBAX: JEPSX (7 years) vs TCBAX (12 years). TCBAX (1.81) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. TCBAX (125.00). JEPSX has a lower initial minimum investment than TCBAX: JEPSX (0) vs TCBAX (2500). JEPSX annual gain was more profitable for investors over the last year : 5.13 vs. TCBAX (-2.94). JEPSX return over 5 years is better than : 70.40 vs. TCBAX (20.31).
| JEPSX | TCBAX | JEPSX / TCBAX | |
| Total Expense Ratio | 0.45 | 1.74 | 26% |
| Annual Report Gross Expense Ratio | 0.54 | 1.81 | 30% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | -1.677 | -1.314 | 128% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 102M | 6,101% |
| Annual Yield % from dividends | 8.19 | 1.56 | 526% |
| Returns for 1 year | 5.13 | -2.94 | -174% |
| Returns for 3 years | 27.04 | -8.58 | -315% |
| Returns for 5 years | 70.40 | 20.31 | 347% |
| Returns for 10 years | N/A | -6.43 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ASIRX | 10.22 | 0.02 | +0.20% |
| Alger Small Cap Growth Institutional R | |||
| TROSX | 14.29 | N/A | N/A |
| T. Rowe Price Overseas Stock | |||
| MARFX | 22.35 | -0.03 | -0.13% |
| BlackRock Mid-Cap Value Institutional | |||
| MPGVX | 15.21 | -0.03 | -0.20% |
| Mondrian Global Equity Value | |||
| NDVRX | 15.36 | -0.04 | -0.26% |
| MFS New Discovery Value R1 | |||