HIOIX
Price
$13.44
Change
-$0.11 (-0.81%)
Updated
Aug 14 closing price
Net Assets
30.53M
JEPCX
Price
$14.08
Change
+$0.01 (+0.07%)
Updated
Aug 15 closing price
Net Assets
6.39B
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HIOIX vs JEPCX

Header iconHIOIX vs JEPCX Comparison
Open Charts HIOIX vs JEPCXBanner chart's image
M3Sixty Income and Opportunity Instl
Price$13.44
Change-$0.11 (-0.81%)
VolumeN/A
Net Assets30.53M
JPMorgan Equity Premium Income C
Price$14.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets6.39B
HIOIX vs JEPCX Comparison Chart in %
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HIOIX vs. JEPCX commentary
Aug 18, 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.

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FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.39B vs. HIOIX (30.5M). JEPCX pays higher dividends than HIOIX: JEPCX (7.69) 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 : 14.97 vs. JEPCX (6.03). JEPCX return over 5 years is better than : 55.68 vs. HIOIX (22.07).
HIOIXJEPCXHIOIX / JEPCX
Total Expense Ratio2.211.35164%
Annual Report Gross Expense Ratio2.761.35204%
Fund Existence10 years7 years-
Gain YTD9.8042.760355%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets30.5M6.39B0%
Annual Yield % from dividends0.007.69-
Returns for 1 year14.976.03248%
Returns for 3 years35.2123.98147%
Returns for 5 years22.0755.6840%
Returns for 10 yearsN/AN/A-
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