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HIOIX vs JEPCX
HIOIX vs JEPCX Comparison Chart in %
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HIOIX vs. JEPCX commentary
Dec 26, 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 Hold and JEPCX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.12B vs. HIOIX (19.1M). 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 : 5.30 vs. HIOIX (2.42). JEPCX return over 5 years is better than : 51.52 vs. HIOIX (15.43).
| 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 | 3.922 | 6.511 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1M | 6.12B | 0% |
| Annual Yield % from dividends | 0.00 | 7.26 | - |
| Returns for 1 year | 2.42 | 5.30 | 46% |
| Returns for 3 years | 35.46 | 30.10 | 118% |
| Returns for 5 years | 15.43 | 51.52 | 30% |
| Returns for 10 years | N/A | N/A | - |
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