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JEPIX vs TCBIX
JEPIX vs TCBIX Comparison Chart in %
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JEPIX 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 JEPIX is a Buy and TCBIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.03B vs. TCBIX (115M). JEPIX pays higher dividends than TCBIX: JEPIX (7.99) vs TCBIX (1.15). JEPIX was incepted earlier than TCBIX: JEPIX (7 years) vs TCBIX (12 years). TCBIX (1.56) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 178.00 vs. TCBIX (121.00). TCBIX has a lower initial minimum investment than JEPIX: TCBIX (10000) vs JEPIX (1000000). JEPIX (7.31) and TCBIX (7.11) have marching annual gain over last year. JEPIX return over 5 years is better than : 56.67 vs. TCBIX (7.82).
| JEPIX | TCBIX | JEPIX / TCBIX | |
| Total Expense Ratio | 0.59 | 1.49 | 40% |
| Annual Report Gross Expense Ratio | 0.59 | 1.56 | 38% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 2.446 | 3.991 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 115M | 5,247% |
| Annual Yield % from dividends | 7.99 | 1.15 | 693% |
| Returns for 1 year | 7.31 | 7.11 | 103% |
| Returns for 3 years | 33.71 | 1.93 | 1,748% |
| Returns for 5 years | 56.67 | 7.82 | 725% |
| Returns for 10 years | N/A | 21.80 | - |
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