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JEPIX vs TCBIX
JEPIX vs TCBIX Comparison Chart in %
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JEPIX vs. TCBIX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.17B vs. TCBIX (108M). JEPIX pays higher dividends than TCBIX: JEPIX (8.23) vs TCBIX (1.56). 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 : 3.08 vs. TCBIX (-1.62). JEPIX return over 5 years is better than : 59.98 vs. TCBIX (22.26).
| 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 | 4.710 | 4.093 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.17B | 108M | 5,710% |
| Annual Yield % from dividends | 8.23 | 1.56 | 527% |
| Returns for 1 year | 3.08 | -1.62 | -190% |
| Returns for 3 years | 39.37 | 8.06 | 489% |
| Returns for 5 years | 59.98 | 22.26 | 269% |
| Returns for 10 years | N/A | 6.94 | - |
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