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HIOIX vs JEPAX
HIOIX vs JEPAX Comparison Chart in %
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HIOIX vs. JEPAX commentary
Jan 16, 2026
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 HIOIX is a Hold and JEPAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.15B vs. HIOIX (18.8M). JEPAX pays higher dividends than HIOIX: JEPAX (7.88) vs HIOIX (0.00). HIOIX was incepted earlier than JEPAX: HIOIX (10 years) vs JEPAX (7 years). HIOIX (2.76) is less costly to investors than JEPAX (0.84). HIOIX is a more actively managed with annual turnover of: 487.35 vs. JEPAX (178.00). JEPAX has a lower initial minimum investment than HIOIX: JEPAX (1000) vs HIOIX (2000). JEPAX annual gain was more profitable for investors over the last year : 9.06 vs. HIOIX (5.41). JEPAX return over 5 years is better than : 55.48 vs. HIOIX (11.05).
| HIOIX | JEPAX | HIOIX / JEPAX | |
| Total Expense Ratio | 2.21 | 0.84 | 263% |
| Annual Report Gross Expense Ratio | 2.76 | 0.84 | 329% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 2.798 | 1.754 | 159% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8M | 6.15B | 0% |
| Annual Yield % from dividends | 0.00 | 7.88 | - |
| Returns for 1 year | 5.41 | 9.06 | 60% |
| Returns for 3 years | 32.58 | 30.95 | 105% |
| Returns for 5 years | 11.05 | 55.48 | 20% |
| Returns for 10 years | N/A | N/A | - |