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JEPCX vs TCBAX
JEPCX vs TCBAX Comparison Chart in %
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JEPCX 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 JEPCX is a Buy and TCBAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.1B vs. TCBAX (111M). JEPCX pays higher dividends than TCBAX: JEPCX (7.44) vs TCBAX (1.30). 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 : 2.00 vs. TCBAX (0.63). JEPCX return over 5 years is better than : 50.60 vs. TCBAX (15.40).
| 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 | 4.805 | 5.926 | 81% |
| Front Load | N/A | 5% | - |
| 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 | 7.44 | 1.30 | 572% |
| Returns for 1 year | 2.00 | 0.63 | 317% |
| Returns for 3 years | 29.42 | 0.62 | 4,712% |
| Returns for 5 years | 50.60 | 15.40 | 329% |
| Returns for 10 years | N/A | 7.48 | - |
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