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JEPIX vs TCBIX
JEPIX vs TCBIX Comparison Chart in %
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JEPIX vs. TCBIX 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 TCBIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.43B vs. TCBIX (107M). JEPIX pays higher dividends than TCBIX: JEPIX (8.28) vs TCBIX (1.68). 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 : 9.75 vs. TCBIX (5.88). JEPIX return over 5 years is better than : 71.19 vs. TCBIX (25.79).
| 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 | 3.147 | 4.265 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 107M | 6,012% |
| Annual Yield % from dividends | 8.28 | 1.68 | 494% |
| Returns for 1 year | 9.75 | 5.88 | 166% |
| Returns for 3 years | 32.56 | 2.90 | 1,124% |
| Returns for 5 years | 71.19 | 25.79 | 276% |
| Returns for 10 years | N/A | 3.40 | - |
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