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JEPIX vs TCBIX
JEPIX vs TCBIX Comparison Chart in %
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JEPIX vs. TCBIX commentary
Dec 04, 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 (112M). 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 (0.60). 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 : 2.21 vs. TCBIX (0.15). JEPIX return over 5 years is better than : 57.25 vs. TCBIX (10.56).
| 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 | 6.291 | 6.885 | 91% |
| 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 | 112M | 5,506% |
| Annual Yield % from dividends | 8.01 | 1.53 | 523% |
| Returns for 1 year | 2.21 | 0.15 | 1,467% |
| Returns for 3 years | 28.32 | 0.41 | 6,945% |
| Returns for 5 years | 57.25 | 10.56 | 542% |
| Returns for 10 years | N/A | 7.70 | - |
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