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JEPSX vs TCBIX
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.
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).
| JEPSX | TCBIX | JEPSX / TCBIX | |
| Total Expense Ratio | 0.45 | 1.49 | 30% |
| Annual Report Gross Expense Ratio | 0.54 | 1.56 | 35% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 3.364 | 4.844 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.45B | 108M | 5,971% |
| Annual Yield % from dividends | 8.43 | 1.68 | 503% |
| Returns for 1 year | 10.30 | 3.13 | 329% |
| Returns for 3 years | 32.20 | 0.96 | 3,363% |
| Returns for 5 years | 67.72 | 25.36 | 267% |
| Returns for 10 years | N/A | 4.39 | - |
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