JEPSX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
TCBAX
Price
$9.07
Change
+$0.02 (+0.22%)
Updated
Jul 3 closing price
Net Assets
107.4M
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JEPSX vs TCBAX

Header iconJEPSX vs TCBAX Comparison
Open Charts JEPSX vs TCBAXBanner chart's image
JPMorgan Equity Premium Income R5
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
Covered Bridge A
Price$9.07
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets107.4M
JEPSX vs TCBAX Comparison Chart in %
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JEPSX vs. TCBAX 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 JEPSX is a Buy and TCBAX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.43B vs. TCBAX (107M). JEPSX pays higher dividends than TCBAX: JEPSX (8.43) vs TCBAX (1.42). JEPSX was incepted earlier than TCBAX: JEPSX (7 years) vs TCBAX (12 years). TCBAX (1.81) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. TCBAX (125.00). 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 : 9.91 vs. TCBAX (5.56). JEPSX return over 5 years is better than : 72.47 vs. TCBAX (24.54).
JEPSXTCBAXJEPSX / TCBAX
Total Expense Ratio0.451.7426%
Annual Report Gross Expense Ratio0.541.8130%
Fund Existence7 years12 years-
Gain YTD3.2194.08979%
Front LoadN/A5%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets6.43B107M6,012%
Annual Yield % from dividends8.431.42596%
Returns for 1 year9.915.56178%
Returns for 3 years33.152.171,528%
Returns for 5 years72.4724.54295%
Returns for 10 yearsN/A1.53-
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