JEPIX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
TCBAX
Price
$9.07
Change
+$0.02 (+0.22%)
Updated
Jul 3 closing price
Net Assets
107.4M
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JEPIX vs TCBAX

Header iconJEPIX vs TCBAX Comparison
Open Charts JEPIX vs TCBAXBanner chart's image
JPMorgan Equity Premium Income I
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
Covered Bridge A
Price$9.07
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets107.4M
JEPIX vs TCBAX Comparison Chart in %
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JEPIX vs. TCBAX 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 JEPIX is a Buy and TCBAX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.43B vs. TCBAX (107M). JEPIX pays higher dividends than TCBAX: JEPIX (8.28) vs TCBAX (1.42). JEPIX was incepted earlier than TCBAX: JEPIX (7 years) vs TCBAX (12 years). TCBAX (1.81) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. TCBAX (125.00). TCBAX has a lower initial minimum investment than JEPIX: TCBAX (2500) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 9.75 vs. TCBAX (5.56). JEPIX return over 5 years is better than : 71.19 vs. TCBAX (24.54).
JEPIXTCBAXJEPIX / TCBAX
Total Expense Ratio0.601.7434%
Annual Report Gross Expense Ratio0.601.8133%
Fund Existence7 years12 years-
Gain YTD3.1474.08977%
Front LoadN/A5%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.43B107M6,012%
Annual Yield % from dividends8.281.42585%
Returns for 1 year9.755.56176%
Returns for 3 years32.562.171,501%
Returns for 5 years71.1924.54290%
Returns for 10 yearsN/A1.53-
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