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JEPCX vs TCBIX
JEPCX vs TCBIX Comparison Chart in %
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JEPCX 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 JEPCX is a Buy and TCBIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.43B vs. TCBIX (107M). JEPCX pays higher dividends than TCBIX: JEPCX (7.52) vs TCBIX (1.68). JEPCX was incepted earlier than TCBIX: JEPCX (7 years) vs TCBIX (12 years). TCBIX (1.56) is less costly to investors than JEPCX (1.35). JEPCX is a more actively managed with annual turnover of: 176.00 vs. TCBIX (125.00). JEPCX has a lower initial minimum investment than TCBIX: JEPCX (1000) vs TCBIX (10000). JEPCX annual gain was more profitable for investors over the last year : 9.00 vs. TCBIX (5.88). JEPCX return over 5 years is better than : 65.03 vs. TCBIX (25.79).
| JEPCX | TCBIX | JEPCX / TCBIX | |
| Total Expense Ratio | 1.35 | 1.49 | 91% |
| Annual Report Gross Expense Ratio | 1.35 | 1.56 | 87% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 2.831 | 4.265 | 66% |
| Front Load | N/A | 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 | 7.52 | 1.68 | 448% |
| Returns for 1 year | 9.00 | 5.88 | 153% |
| Returns for 3 years | 29.60 | 2.90 | 1,022% |
| Returns for 5 years | 65.03 | 25.79 | 252% |
| Returns for 10 years | N/A | 3.40 | - |
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