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JEPAX vs TCBIX
JEPAX vs TCBIX Comparison Chart in %
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JEPAX vs. TCBIX commentary
Feb 04, 2026
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 TCBIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.09B vs. TCBIX (115M). JEPAX pays higher dividends than TCBIX: JEPAX (7.75) vs TCBIX (1.15). 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 (7.13) and TCBIX (7.11) have marching annual gain over last year. JEPAX return over 5 years is better than : 54.76 vs. TCBIX (7.82).
| 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 | 2.496 | 3.991 | 63% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.09B | 115M | 5,297% |
| Annual Yield % from dividends | 7.75 | 1.15 | 672% |
| Returns for 1 year | 7.13 | 7.11 | 100% |
| Returns for 3 years | 32.73 | 1.93 | 1,698% |
| Returns for 5 years | 54.76 | 7.82 | 700% |
| Returns for 10 years | N/A | 21.80 | - |
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