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JEPSX vs TCBAX
JEPSX vs TCBAX Comparison Chart in %
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JEPSX vs. TCBAX 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 JEPSX is a Hold and TCBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.12B vs. TCBAX (111M). JEPSX pays higher dividends than TCBAX: JEPSX (8.15) vs TCBAX (1.28). JEPSX was incepted earlier than TCBAX: JEPSX (7 years) vs TCBAX (12 years). TCBAX (1.81) is less costly to investors than JEPSX (0.47). JEPSX is a more actively managed with annual turnover of: 178.00 vs. TCBAX (121.00). JEPSX has a lower initial minimum investment than TCBAX: JEPSX (0) vs TCBAX (2500). JEPSX annual gain was more profitable for investors over the last year : 6.17 vs. TCBAX (4.52). JEPSX return over 5 years is better than : 58.38 vs. TCBAX (8.80).
| JEPSX | TCBAX | JEPSX / TCBAX | |
| Total Expense Ratio | 0.45 | 1.74 | 26% |
| Annual Report Gross Expense Ratio | 0.47 | 1.81 | 26% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 7.238 | 5.235 | 138% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.12B | 111M | 5,516% |
| Annual Yield % from dividends | 8.15 | 1.28 | 637% |
| Returns for 1 year | 6.17 | 4.52 | 137% |
| Returns for 3 years | 33.46 | 2.25 | 1,486% |
| Returns for 5 years | 58.38 | 8.80 | 663% |
| Returns for 10 years | N/A | 8.58 | - |
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