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JEPAX vs TCBAX
JEPAX vs TCBAX Comparison Chart in %
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JEPAX vs. TCBAX commentary
Dec 26, 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 JEPAX is a Hold and TCBAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.12B vs. TCBAX (111M). JEPAX pays higher dividends than TCBAX: JEPAX (7.76) vs TCBAX (1.28). JEPAX was incepted earlier than TCBAX: JEPAX (7 years) vs TCBAX (12 years). TCBAX (1.81) is less costly to investors than JEPAX (0.84). JEPAX is a more actively managed with annual turnover of: 178.00 vs. TCBAX (121.00). JEPAX (5%) and TCBAX (5%) have equivalent initial investment costs. JEPAX has a lower initial minimum investment than TCBAX: JEPAX (1000) vs TCBAX (2500). JEPAX annual gain was more profitable for investors over the last year : 5.79 vs. TCBAX (4.07). JEPAX return over 5 years is better than : 55.32 vs. TCBAX (8.21).
| JEPAX | TCBAX | JEPAX / TCBAX | |
| Total Expense Ratio | 0.84 | 1.74 | 48% |
| Annual Report Gross Expense Ratio | 0.84 | 1.81 | 46% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 6.959 | 4.659 | 149% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 111M | 5,517% |
| Annual Yield % from dividends | 7.76 | 1.28 | 607% |
| Returns for 1 year | 5.79 | 4.07 | 142% |
| Returns for 3 years | 32.02 | 1.91 | 1,676% |
| Returns for 5 years | 55.32 | 8.21 | 674% |
| Returns for 10 years | N/A | 8.67 | - |