Interact to see
Advertisement
Advertisement
JEPCX vs TCBAX
JEPCX vs TCBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JEPCX 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 JEPCX is a Buy and TCBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.45B vs. TCBAX (108M). JEPCX pays higher dividends than TCBAX: JEPCX (7.52) vs TCBAX (1.42). JEPCX was incepted earlier than TCBAX: JEPCX (7 years) vs TCBAX (12 years). TCBAX (1.81) is less costly to investors than JEPCX (1.35). JEPCX is a more actively managed with annual turnover of: 176.00 vs. TCBAX (125.00). JEPCX has a lower initial minimum investment than TCBAX: JEPCX (1000) vs TCBAX (2500). JEPCX annual gain was more profitable for investors over the last year : 9.39 vs. TCBAX (2.83). JEPCX return over 5 years is better than : 60.36 vs. TCBAX (24.11).
| JEPCX | TCBAX | JEPCX / TCBAX | |
| Total Expense Ratio | 1.35 | 1.74 | 78% |
| Annual Report Gross Expense Ratio | 1.35 | 1.81 | 75% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 2.976 | 4.662 | 64% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 108M | 5,971% |
| Annual Yield % from dividends | 7.52 | 1.42 | 531% |
| Returns for 1 year | 9.39 | 2.83 | 331% |
| Returns for 3 years | 28.67 | 0.36 | 7,934% |
| Returns for 5 years | 60.36 | 24.11 | 250% |
| Returns for 10 years | N/A | 2.40 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EGOIX | 19.98 | 0.15 | +0.76% |
| Allspring Large Cap Core Inst | |||
| FASPX | 47.44 | 0.36 | +0.76% |
| Fidelity Advisor Value Strategies M | |||
| ASCGX | 20.73 | 0.15 | +0.73% |
| Lisanti Small Cap Growth | |||
| AEIMX | 9.00 | 0.03 | +0.33% |
| American Century Equity Income G | |||
| APHHX | 26.49 | -0.04 | -0.15% |
| Artisan Global Equity Institutional | |||