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JEPIX vs TCBAX
JEPIX vs TCBAX Comparison Chart in %
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JEPIX vs. TCBAX 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 JEPIX is a Buy and TCBAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.03B vs. TCBAX (115M). JEPIX pays higher dividends than TCBAX: JEPIX (7.99) vs TCBAX (0.90). JEPIX was incepted earlier than TCBAX: JEPIX (7 years) vs TCBAX (12 years). TCBAX (1.81) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 178.00 vs. TCBAX (121.00). TCBAX has a lower initial minimum investment than JEPIX: TCBAX (2500) vs JEPIX (1000000). JEPIX (7.31) and TCBAX (7.00) have marching annual gain over last year. JEPIX return over 5 years is better than : 56.67 vs. TCBAX (6.78).
| JEPIX | TCBAX | JEPIX / TCBAX | |
| Total Expense Ratio | 0.59 | 1.74 | 34% |
| Annual Report Gross Expense Ratio | 0.59 | 1.81 | 33% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 2.446 | 3.956 | 62% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 115M | 5,247% |
| Annual Yield % from dividends | 7.99 | 0.90 | 886% |
| Returns for 1 year | 7.31 | 7.00 | 104% |
| Returns for 3 years | 33.71 | 1.31 | 2,581% |
| Returns for 5 years | 56.67 | 6.78 | 836% |
| Returns for 10 years | N/A | 19.30 | - |
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