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JEPSX vs TCBIX
JEPSX vs TCBIX Comparison Chart
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JEPSX vs. TCBIX commentary
Apr 29, 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: 6.1B vs. TCBIX (99.2M). JEPSX pays higher dividends than TCBIX: JEPSX (7.71) vs TCBIX (1.78). 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 : 5.25 vs. TCBIX (-5.22). JEPSX return over 5 years is better than : 70.55 vs. TCBIX (16.55).
| 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 | -3.431 | -4.020 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.1B | 99.2M | 6,144% |
| Annual Yield % from dividends | 7.71 | 1.78 | 432% |
| Returns for 1 year | 5.25 | -5.22 | -101% |
| Returns for 3 years | 20.78 | -12.09 | -172% |
| Returns for 5 years | 70.55 | 16.55 | 426% |
| Returns for 10 years | N/A | -8.00 | - |
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