JEPSX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
TCBIX
Price
$9.00
Change
+$0.02 (+0.22%)
Updated
Jul 3 closing price
Net Assets
107.4M
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JEPSX vs TCBIX

Header iconJEPSX vs TCBIX Comparison
Open Charts JEPSX vs TCBIXBanner chart's image
JPMorgan Equity Premium Income R5
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
Covered Bridge I
Price$9.00
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets107.4M
JEPSX vs TCBIX Comparison Chart in %
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JEPSX vs. TCBIX 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 TCBIX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.43B vs. TCBIX (107M). JEPSX pays higher dividends than TCBIX: JEPSX (8.43) vs TCBIX (1.68). JEPSX was incepted earlier than TCBIX: JEPSX (7 years) vs TCBIX (12 years). TCBIX (1.56) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. TCBIX (125.00). JEPSX has a lower initial minimum investment than TCBIX: JEPSX (0) vs TCBIX (10000). JEPSX annual gain was more profitable for investors over the last year : 9.91 vs. TCBIX (5.88). JEPSX return over 5 years is better than : 72.47 vs. TCBIX (25.79).
JEPSXTCBIXJEPSX / TCBIX
Total Expense Ratio0.451.4930%
Annual Report Gross Expense Ratio0.541.5635%
Fund Existence7 years12 years-
Gain YTD3.2194.26575%
Front LoadN/AN/A-
Min. Initial Investment010000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.43B107M6,012%
Annual Yield % from dividends8.431.68503%
Returns for 1 year9.915.88169%
Returns for 3 years33.152.901,145%
Returns for 5 years72.4725.79281%
Returns for 10 yearsN/A3.40-
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