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HIOIX vs JEPCX
HIOIX vs JEPCX Comparison Chart in %
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HIOIX vs. JEPCX commentary
Feb 05, 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 StrongBuy and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.03B vs. HIOIX (18.6M). JEPCX pays higher dividends than HIOIX: JEPCX (7.26) 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 (1.34). HIOIX is a more actively managed with annual turnover of: 487.35 vs. JEPCX (178.00). JEPCX has a lower initial minimum investment than HIOIX: JEPCX (1000) vs HIOIX (2000). JEPCX annual gain was more profitable for investors over the last year : 6.63 vs. HIOIX (2.97). JEPCX return over 5 years is better than : 50.98 vs. HIOIX (6.57).
| HIOIX | JEPCX | HIOIX / JEPCX | |
| Total Expense Ratio | 2.21 | 1.34 | 165% |
| Annual Report Gross Expense Ratio | 2.76 | 1.34 | 206% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 2.398 | 2.452 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6M | 6.03B | 0% |
| Annual Yield % from dividends | 0.00 | 7.26 | - |
| Returns for 1 year | 2.97 | 6.63 | 45% |
| Returns for 3 years | 31.65 | 30.80 | 103% |
| Returns for 5 years | 6.57 | 50.98 | 13% |
| Returns for 10 years | 27.34 | N/A | - |
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