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HIOIX vs JEPIX
HIOIX vs JEPIX Comparison Chart in %
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HIOIX vs. JEPIX commentary
Oct 19, 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.17B vs. HIOIX (35.6M). JEPIX pays higher dividends than HIOIX: JEPIX (8.23) 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 (0.60). HIOIX is a more actively managed with annual turnover of: 487.35 vs. JEPIX (176.00). HIOIX has a lower initial minimum investment than JEPIX: HIOIX (2000) vs JEPIX (1000000). HIOIX annual gain was more profitable for investors over the last year : 10.24 vs. JEPIX (3.08). JEPIX return over 5 years is better than : 59.98 vs. HIOIX (21.40).
| HIOIX | JEPIX | HIOIX / JEPIX | |
| Total Expense Ratio | 2.21 | 0.60 | 368% |
| Annual Report Gross Expense Ratio | 2.76 | 0.60 | 460% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 11.683 | 4.710 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.6M | 6.17B | 1% |
| Annual Yield % from dividends | 0.00 | 8.23 | - |
| Returns for 1 year | 10.24 | 3.08 | 333% |
| Returns for 3 years | 48.59 | 39.37 | 123% |
| Returns for 5 years | 21.40 | 59.98 | 36% |
| Returns for 10 years | N/A | N/A | - |
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