HIOIX
Price
$13.25
Change
-$0.03 (-0.23%)
Updated
Jul 25 closing price
Net Assets
35.4M
JEPCX
Price
$14.19
Change
+$0.03 (+0.21%)
Updated
Jul 25 closing price
Net Assets
6.45B
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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$13.25
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets35.4M
JPMorgan Equity Premium Income C
Price$14.19
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.45B
HIOIX vs JEPCX Comparison Chart in %
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HIOIX vs. JEPCX commentary
Jul 28, 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: 6.45B vs. HIOIX (35.4M). JEPCX pays higher dividends than HIOIX: JEPCX (7.52) 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 : 12.96 vs. JEPCX (9.39). JEPCX return over 5 years is better than : 60.36 vs. HIOIX (26.07).
HIOIXJEPCXHIOIX / JEPCX
Total Expense Ratio2.211.35164%
Annual Report Gross Expense Ratio2.761.35204%
Fund Existence10 years7 years-
Gain YTD8.2522.976277%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets35.4M6.45B1%
Annual Yield % from dividends0.007.52-
Returns for 1 year12.969.39138%
Returns for 3 years40.6628.67142%
Returns for 5 years26.0760.3643%
Returns for 10 yearsN/AN/A-
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