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JEPAX vs TCBAX
JEPAX vs TCBAX Comparison Chart in %
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JEPAX vs. TCBAX commentary
Jul 07, 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 Buy and TCBAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.43B vs. TCBAX (107M). JEPAX pays higher dividends than TCBAX: JEPAX (8.03) vs TCBAX (1.42). JEPAX was incepted earlier than TCBAX: JEPAX (7 years) vs TCBAX (12 years). TCBAX (1.81) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. TCBAX (125.00). 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 : 9.55 vs. TCBAX (5.56). JEPAX return over 5 years is better than : 69.10 vs. TCBAX (24.54).
| JEPAX | TCBAX | JEPAX / TCBAX | |
| Total Expense Ratio | 0.85 | 1.74 | 49% |
| Annual Report Gross Expense Ratio | 0.85 | 1.81 | 47% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 3.089 | 4.089 | 76% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 107M | 6,012% |
| Annual Yield % from dividends | 8.03 | 1.42 | 567% |
| Returns for 1 year | 9.55 | 5.56 | 172% |
| Returns for 3 years | 31.57 | 2.17 | 1,455% |
| Returns for 5 years | 69.10 | 24.54 | 282% |
| Returns for 10 years | N/A | 1.53 | - |
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