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
Jun 15, 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: 6.3B vs. TCBAX (105M). JEPSX pays higher dividends than TCBAX: JEPSX (8.43) 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 : 7.75 vs. TCBAX (2.02). JEPSX return over 5 years is better than : 73.34 vs. TCBAX (17.62).
| 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 | 0.586 | 2.117 | 28% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 105M | 6,002% |
| Annual Yield % from dividends | 8.43 | 1.51 | 557% |
| Returns for 1 year | 7.75 | 2.02 | 384% |
| Returns for 3 years | 36.34 | 0.17 | 21,740% |
| Returns for 5 years | 73.34 | 17.62 | 416% |
| Returns for 10 years | N/A | -2.52 | - |
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 % |
| BPLSX | 13.39 | -0.09 | -0.67% |
| Boston Partners Long/Short Equity Instl | |||
| OWLSX | 20.74 | -0.25 | -1.19% |
| Old Westbury Large Cap Strategies | |||
| MWOJX | 62.76 | -1.13 | -1.77% |
| MFS Global Growth R4 | |||
| NDVUX | 17.19 | -0.32 | -1.83% |
| MFS New Discovery Value R4 | |||
| IJSIX | 15.46 | -0.29 | -1.84% |
| VY® JPMorgan Small Cap Core Equity I | |||