Interact to see
Advertisement
Advertisement
JEPIX vs TCBIX
JEPIX vs TCBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JEPIX vs. TCBIX commentary
Jun 16, 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 TCBIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.3B vs. TCBIX (105M). JEPIX pays higher dividends than TCBIX: JEPIX (8.28) vs TCBIX (1.79). JEPIX was incepted earlier than TCBIX: JEPIX (7 years) vs TCBIX (12 years). TCBIX (1.56) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. TCBIX (125.00). TCBIX has a lower initial minimum investment than JEPIX: TCBIX (10000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 7.59 vs. TCBIX (2.31). JEPIX return over 5 years is better than : 72.05 vs. TCBIX (18.90).
| JEPIX | TCBIX | JEPIX / TCBIX | |
| Total Expense Ratio | 0.60 | 1.49 | 40% |
| Annual Report Gross Expense Ratio | 0.60 | 1.56 | 38% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 0.528 | 2.325 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.3B | 105M | 6,002% |
| Annual Yield % from dividends | 8.28 | 1.79 | 464% |
| Returns for 1 year | 7.59 | 2.31 | 329% |
| Returns for 3 years | 35.64 | 0.76 | 4,675% |
| Returns for 5 years | 72.05 | 18.90 | 381% |
| Returns for 10 years | N/A | -0.69 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RGBFX | 39.21 | -0.26 | -0.66% |
| American Funds Global Balanced R5 | |||
| VEOIX | 21.54 | -0.25 | -1.15% |
| Vanguard Global Environmental Opp StkInv | |||
| IRGVX | 49.25 | -0.61 | -1.22% |
| Voya Russell Mid Cap Growth Idx Port S2 | |||
| ALPAX | 10.37 | -0.13 | -1.24% |
| American Century Focused Lg Cap Val A | |||
| FTVFX | 33.12 | -0.46 | -1.37% |
| Fidelity Advisor Value M | |||