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HIOIX vs JEPCX
HIOIX vs JEPCX Comparison Chart in %
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HIOIX vs. JEPCX commentary
Nov 14, 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 JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.14B vs. HIOIX (20.8M). JEPCX pays higher dividends than HIOIX: JEPCX (7.44) vs HIOIX (0.00). HIOIX was incepted earlier than JEPCX: HIOIX (10 years) vs JEPCX (7 years). HIOIX (2.76) is less costly to investors than JEPCX (1.35). HIOIX is a more actively managed with annual turnover of: 487.35 vs. JEPCX (176.00). JEPCX has a lower initial minimum investment than HIOIX: JEPCX (1000) vs HIOIX (2000). HIOIX annual gain was more profitable for investors over the last year : 10.09 vs. JEPCX (2.72). JEPCX return over 5 years is better than : 51.77 vs. HIOIX (24.84).
| HIOIX | JEPCX | HIOIX / JEPCX | |
| Total Expense Ratio | 2.21 | 1.35 | 164% |
| Annual Report Gross Expense Ratio | 2.76 | 1.35 | 204% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 14.134 | 5.621 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.8M | 6.14B | 0% |
| Annual Yield % from dividends | 0.00 | 7.44 | - |
| Returns for 1 year | 10.09 | 2.72 | 371% |
| Returns for 3 years | 42.55 | 30.33 | 140% |
| Returns for 5 years | 24.84 | 51.77 | 48% |
| Returns for 10 years | N/A | N/A | - |
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