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HIOIX vs JEPAX
HIOIX vs JEPAX Comparison Chart in %
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HIOIX vs. JEPAX commentary
Jul 28, 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 HIOIX is a Buy and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.45B vs. HIOIX (35.4M). JEPAX pays higher dividends than HIOIX: JEPAX (8.03) 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 (0.85). HIOIX is a more actively managed with annual turnover of: 487.35 vs. JEPAX (176.00). JEPAX has a lower initial minimum investment than HIOIX: JEPAX (1000) vs HIOIX (2000). HIOIX annual gain was more profitable for investors over the last year : 12.96 vs. JEPAX (9.94). JEPAX return over 5 years is better than : 64.44 vs. HIOIX (26.07).
| HIOIX | JEPAX | HIOIX / JEPAX | |
| Total Expense Ratio | 2.21 | 0.85 | 260% |
| Annual Report Gross Expense Ratio | 2.76 | 0.85 | 325% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 8.252 | 3.234 | 255% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.4M | 6.45B | 1% |
| Annual Yield % from dividends | 0.00 | 8.03 | - |
| Returns for 1 year | 12.96 | 9.94 | 130% |
| Returns for 3 years | 40.66 | 30.63 | 133% |
| Returns for 5 years | 26.07 | 64.44 | 40% |
| Returns for 10 years | N/A | N/A | - |
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