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JEPSX vs TCBAX
JEPSX vs TCBAX Comparison Chart
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JEPSX vs. TCBAX commentary
Apr 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: 5.93B vs. TCBAX (97.7M). JEPSX pays higher dividends than TCBAX: JEPSX (7.71) vs TCBAX (1.51). 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 : 2.65 vs. TCBAX (-6.89). JEPSX return over 5 years is better than : 67.16 vs. TCBAX (13.67).
| 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 | -5.348 | -5.430 | 98% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.93B | 97.7M | 6,069% |
| Annual Yield % from dividends | 7.71 | 1.51 | 511% |
| Returns for 1 year | 2.65 | -6.89 | -38% |
| Returns for 3 years | 16.34 | -15.13 | -108% |
| Returns for 5 years | 67.16 | 13.67 | 491% |
| Returns for 10 years | N/A | -10.68 | - |
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