JEPSX
Price
$14.19
Change
+$0.03 (+0.21%)
Updated
Jul 25 closing price
Net Assets
6.45B
TCBIX
Price
$9.05
Change
-$0.00 (-0.00%)
Updated
Jul 25 closing price
Net Assets
107.94M
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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$14.19
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.45B
Covered Bridge I
Price$9.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets107.94M
JEPSX vs TCBIX Comparison Chart in %
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JEPSX vs. TCBIX commentary
Jul 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 Buy and TCBIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.45B vs. TCBIX (108M). 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 : 10.30 vs. TCBIX (3.13). JEPSX return over 5 years is better than : 67.72 vs. TCBIX (25.36).
JEPSXTCBIXJEPSX / TCBIX
Total Expense Ratio0.451.4930%
Annual Report Gross Expense Ratio0.541.5635%
Fund Existence7 years12 years-
Gain YTD3.3644.84469%
Front LoadN/AN/A-
Min. Initial Investment010000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.45B108M5,971%
Annual Yield % from dividends8.431.68503%
Returns for 1 year10.303.13329%
Returns for 3 years32.200.963,363%
Returns for 5 years67.7225.36267%
Returns for 10 yearsN/A4.39-
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