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JEPAX vs TCBAX
JEPAX vs TCBAX Comparison Chart in %
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JEPAX vs. TCBAX commentary
Nov 14, 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: 6.1B vs. TCBAX (111M). JEPAX pays higher dividends than TCBAX: JEPAX (7.95) vs TCBAX (1.30). 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 : 3.24 vs. TCBAX (0.63). JEPAX return over 5 years is better than : 55.64 vs. TCBAX (15.40).
| 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 | 6.065 | 5.926 | 102% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.1B | 111M | 5,496% |
| Annual Yield % from dividends | 7.95 | 1.30 | 611% |
| Returns for 1 year | 3.24 | 0.63 | 514% |
| Returns for 3 years | 32.31 | 0.62 | 5,176% |
| Returns for 5 years | 55.64 | 15.40 | 361% |
| Returns for 10 years | N/A | 7.48 | - |
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