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JEPCX vs TCBIX
JEPCX vs TCBIX Comparison Chart in %
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JEPCX vs. TCBIX commentary
Feb 04, 2026
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: 6.03B vs. TCBIX (115M). JEPCX pays higher dividends than TCBIX: JEPCX (7.26) vs TCBIX (1.15). JEPCX was incepted earlier than TCBIX: JEPCX (7 years) vs TCBIX (12 years). TCBIX (1.56) is less costly to investors than JEPCX (1.34). JEPCX is a more actively managed with annual turnover of: 178.00 vs. TCBIX (121.00). JEPCX has a lower initial minimum investment than TCBIX: JEPCX (1000) vs TCBIX (10000). TCBIX annual gain was more profitable for investors over the last year : 7.11 vs. JEPCX (6.63). JEPCX return over 5 years is better than : 50.98 vs. TCBIX (7.82).
| JEPCX | TCBIX | JEPCX / TCBIX | |
| Total Expense Ratio | 1.34 | 1.49 | 90% |
| Annual Report Gross Expense Ratio | 1.34 | 1.56 | 86% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 2.452 | 3.991 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 115M | 5,247% |
| Annual Yield % from dividends | 7.26 | 1.15 | 629% |
| Returns for 1 year | 6.63 | 7.11 | 93% |
| Returns for 3 years | 30.80 | 1.93 | 1,597% |
| Returns for 5 years | 50.98 | 7.82 | 652% |
| Returns for 10 years | N/A | 21.80 | - |
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