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JEPAX vs TCBIX
JEPAX vs TCBIX Comparison Chart in %
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JEPAX vs. TCBIX 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 TCBIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.43B vs. TCBIX (107M). JEPAX pays higher dividends than TCBIX: JEPAX (8.03) vs TCBIX (1.68). JEPAX was incepted earlier than TCBIX: JEPAX (7 years) vs TCBIX (12 years). TCBIX (1.56) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. TCBIX (125.00). 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 : 9.55 vs. TCBIX (5.88). JEPAX return over 5 years is better than : 69.10 vs. TCBIX (25.79).
| JEPAX | TCBIX | JEPAX / TCBIX | |
| Total Expense Ratio | 0.85 | 1.49 | 57% |
| Annual Report Gross Expense Ratio | 0.85 | 1.56 | 54% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 3.089 | 4.265 | 72% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 107M | 6,012% |
| Annual Yield % from dividends | 8.03 | 1.68 | 479% |
| Returns for 1 year | 9.55 | 5.88 | 162% |
| Returns for 3 years | 31.57 | 2.90 | 1,090% |
| Returns for 5 years | 69.10 | 25.79 | 268% |
| Returns for 10 years | N/A | 3.40 | - |
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