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JEPSX vs TCBIX
JEPSX vs TCBIX Comparison Chart
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JEPSX vs. TCBIX commentary
May 23, 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 TCBIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.28B vs. TCBIX (102M). JEPSX pays higher dividends than TCBIX: JEPSX (8.19) vs TCBIX (1.84). JEPSX was incepted earlier than TCBIX: JEPSX (7 years) vs TCBIX (12 years). TCBIX (1.56) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. TCBIX (125.00). JEPSX has a lower initial minimum investment than TCBIX: JEPSX (0) vs TCBIX (10000). JEPSX annual gain was more profitable for investors over the last year : 5.37 vs. TCBIX (-3.64). JEPSX return over 5 years is better than : 71.77 vs. TCBIX (22.04).
| JEPSX | TCBIX | JEPSX / TCBIX | |
| Total Expense Ratio | 0.45 | 1.49 | 30% |
| Annual Report Gross Expense Ratio | 0.54 | 1.56 | 35% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | -0.889 | -0.790 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.28B | 102M | 6,154% |
| Annual Yield % from dividends | 8.19 | 1.84 | 445% |
| Returns for 1 year | 5.37 | -3.64 | -147% |
| Returns for 3 years | 28.51 | -7.57 | -377% |
| Returns for 5 years | 71.77 | 22.04 | 326% |
| Returns for 10 years | N/A | -5.18 | - |
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