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JEPAX vs TCBIX
JEPAX vs TCBIX Comparison Chart in %
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JEPAX vs. TCBIX commentary
Dec 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 Hold and TCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.12B vs. TCBIX (111M). JEPAX pays higher dividends than TCBIX: JEPAX (7.76) vs TCBIX (1.53). JEPAX was incepted earlier than TCBIX: JEPAX (7 years) vs TCBIX (12 years). TCBIX (1.56) is less costly to investors than JEPAX (0.84). JEPAX is a more actively managed with annual turnover of: 178.00 vs. TCBIX (121.00). JEPAX has a lower initial minimum investment than TCBIX: JEPAX (1000) vs TCBIX (10000). JEPAX annual gain was more profitable for investors over the last year : 5.79 vs. TCBIX (4.53). JEPAX return over 5 years is better than : 55.32 vs. TCBIX (9.85).
| JEPAX | TCBIX | JEPAX / TCBIX | |
| Total Expense Ratio | 0.84 | 1.49 | 56% |
| Annual Report Gross Expense Ratio | 0.84 | 1.56 | 54% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 6.959 | 5.373 | 130% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 111M | 5,517% |
| Annual Yield % from dividends | 7.76 | 1.53 | 506% |
| Returns for 1 year | 5.79 | 4.53 | 128% |
| Returns for 3 years | 31.92 | 2.81 | 1,137% |
| Returns for 5 years | 55.32 | 9.85 | 562% |
| Returns for 10 years | N/A | 10.87 | - |
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