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HIOIX vs JEPIX
HIOIX vs JEPIX Comparison Chart in %
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HIOIX vs. JEPIX 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.03B vs. HIOIX (18.6M). JEPIX pays higher dividends than HIOIX: JEPIX (7.99) vs HIOIX (0.00). HIOIX was incepted earlier than JEPIX: HIOIX (10 years) vs JEPIX (7 years). HIOIX (2.76) is less costly to investors than JEPIX (0.59). HIOIX is a more actively managed with annual turnover of: 487.35 vs. JEPIX (178.00). HIOIX has a lower initial minimum investment than JEPIX: HIOIX (2000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 7.31 vs. HIOIX (2.97). JEPIX return over 5 years is better than : 56.67 vs. HIOIX (6.57).
| HIOIX | JEPIX | HIOIX / JEPIX | |
| Total Expense Ratio | 2.21 | 0.59 | 375% |
| Annual Report Gross Expense Ratio | 2.76 | 0.59 | 468% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 2.398 | 2.446 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6M | 6.03B | 0% |
| Annual Yield % from dividends | 0.00 | 7.99 | - |
| Returns for 1 year | 2.97 | 7.31 | 41% |
| Returns for 3 years | 31.65 | 33.71 | 94% |
| Returns for 5 years | 6.57 | 56.67 | 12% |
| Returns for 10 years | 27.34 | N/A | - |
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