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JEPIX vs TCBIX
JEPIX vs TCBIX Comparison Chart in %
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JEPIX vs. TCBIX commentary
Dec 27, 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 Hold and TCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.12B vs. TCBIX (111M). JEPIX pays higher dividends than TCBIX: JEPIX (8.01) vs TCBIX (1.53). 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 annual gain was more profitable for investors over the last year : 6.11 vs. TCBIX (4.53). JEPIX return over 5 years is better than : 57.34 vs. TCBIX (9.85).
| 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 | 7.186 | 5.373 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 111M | 5,516% |
| Annual Yield % from dividends | 8.01 | 1.53 | 523% |
| Returns for 1 year | 6.11 | 4.53 | 135% |
| Returns for 3 years | 32.99 | 2.81 | 1,175% |
| Returns for 5 years | 57.34 | 9.85 | 582% |
| Returns for 10 years | N/A | 10.87 | - |
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