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HIOIX vs JEPAX
HIOIX vs JEPAX Comparison Chart in %
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HIOIX vs. JEPAX 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 HIOIX is a Buy and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.43B vs. HIOIX (35M). JEPAX pays higher dividends than HIOIX: JEPAX (8.03) vs HIOIX (0.00). HIOIX was incepted earlier than JEPAX: HIOIX (9 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 : 11.36 vs. JEPAX (9.55). JEPAX return over 5 years is better than : 69.10 vs. HIOIX (28.09).
| HIOIX | JEPAX | HIOIX / JEPAX | |
| Total Expense Ratio | 2.21 | 0.85 | 260% |
| Annual Report Gross Expense Ratio | 2.76 | 0.85 | 325% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 6.536 | 3.089 | 212% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35M | 6.43B | 1% |
| Annual Yield % from dividends | 0.00 | 8.03 | - |
| Returns for 1 year | 11.36 | 9.55 | 119% |
| Returns for 3 years | 39.91 | 31.57 | 126% |
| Returns for 5 years | 28.09 | 69.10 | 41% |
| Returns for 10 years | N/A | N/A | - |
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