JEPAX
Price
$14.19
Change
+$0.03 (+0.21%)
Updated
Jul 25 closing price
Net Assets
6.45B
TCBAX
Price
$9.12
Change
-$0.00 (-0.00%)
Updated
Jul 25 closing price
Net Assets
107.94M
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JEPAX vs TCBAX

Header iconJEPAX vs TCBAX Comparison
Open Charts JEPAX vs TCBAXBanner chart's image
JPMorgan Equity Premium Income A
Price$14.19
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.45B
Covered Bridge A
Price$9.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets107.94M
JEPAX vs TCBAX Comparison Chart in %
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JEPAX vs. TCBAX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.45B vs. TCBAX (108M). 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 : 9.94 vs. TCBAX (2.83). JEPAX return over 5 years is better than : 64.44 vs. TCBAX (24.11).
JEPAXTCBAXJEPAX / TCBAX
Total Expense Ratio0.851.7449%
Annual Report Gross Expense Ratio0.851.8147%
Fund Existence7 years12 years-
Gain YTD3.2344.66269%
Front Load5%5%100%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets6.45B108M5,971%
Annual Yield % from dividends8.031.42567%
Returns for 1 year9.942.83351%
Returns for 3 years30.630.368,476%
Returns for 5 years64.4424.11267%
Returns for 10 yearsN/A2.40-
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