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JEPCX vs TCBAX
JEPCX vs TCBAX Comparison Chart in %
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JEPCX vs. TCBAX 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 JEPCX is a Hold and TCBAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.12B vs. TCBAX (111M). JEPCX pays higher dividends than TCBAX: JEPCX (7.26) vs TCBAX (1.28). JEPCX was incepted earlier than TCBAX: JEPCX (7 years) vs TCBAX (12 years). TCBAX (1.81) is less costly to investors than JEPCX (1.34). JEPCX is a more actively managed with annual turnover of: 178.00 vs. TCBAX (121.00). 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 : 5.30 vs. TCBAX (4.07). JEPCX return over 5 years is better than : 51.52 vs. TCBAX (8.21).
| JEPCX | TCBAX | JEPCX / TCBAX | |
| Total Expense Ratio | 1.34 | 1.74 | 77% |
| Annual Report Gross Expense Ratio | 1.34 | 1.81 | 74% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 6.511 | 4.659 | 140% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 111M | 5,517% |
| Annual Yield % from dividends | 7.26 | 1.28 | 568% |
| Returns for 1 year | 5.30 | 4.07 | 130% |
| Returns for 3 years | 30.10 | 1.91 | 1,576% |
| Returns for 5 years | 51.52 | 8.21 | 628% |
| Returns for 10 years | N/A | 8.67 | - |