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JEPSX vs TCBAX
JEPSX vs TCBAX Comparison Chart
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JEPSX vs. TCBAX commentary
Jun 14, 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.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.35B vs. TCBAX (106M). JEPSX pays higher dividends than TCBAX: JEPSX (8.43) vs TCBAX (1.51). 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 : 7.75 vs. TCBAX (2.02). JEPSX return over 5 years is better than : 73.34 vs. TCBAX (17.62).
| JEPSX | TCBAX | JEPSX / TCBAX | |
| Total Expense Ratio | 0.45 | 1.74 | 26% |
| Annual Report Gross Expense Ratio | 0.54 | 1.81 | 30% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 0.586 | 2.117 | 28% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.35B | 106M | 5,994% |
| Annual Yield % from dividends | 8.43 | 1.51 | 557% |
| Returns for 1 year | 7.75 | 2.02 | 384% |
| Returns for 3 years | 36.34 | 0.17 | 21,740% |
| Returns for 5 years | 73.34 | 17.62 | 416% |
| Returns for 10 years | N/A | -2.52 | - |
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