HIOIX
Price
$13.25
Change
-$0.03 (-0.23%)
Updated
Jul 25 closing price
Net Assets
35.4M
JEPIX
Price
$14.20
Change
+$0.04 (+0.28%)
Updated
Jul 25 closing price
Net Assets
6.45B
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HIOIX vs JEPIX

Header iconHIOIX vs JEPIX Comparison
Open Charts HIOIX vs JEPIXBanner 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 I
Price$14.20
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets6.45B
HIOIX vs JEPIX Comparison Chart in %
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HIOIX vs. JEPIX 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 JEPIX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.45B vs. HIOIX (35.4M). JEPIX pays higher dividends than HIOIX: JEPIX (8.28) 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 : 12.96 vs. JEPIX (10.22). JEPIX return over 5 years is better than : 66.60 vs. HIOIX (26.07).
HIOIXJEPIXHIOIX / JEPIX
Total Expense Ratio2.210.60368%
Annual Report Gross Expense Ratio2.760.60460%
Fund Existence10 years7 years-
Gain YTD8.2523.366245%
Front LoadN/AN/A-
Min. Initial Investment200010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets35.4M6.45B1%
Annual Yield % from dividends0.008.28-
Returns for 1 year12.9610.22127%
Returns for 3 years40.6631.62129%
Returns for 5 years26.0766.6039%
Returns for 10 yearsN/AN/A-
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