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HIOIX vs JEPRX
HIOIX vs JEPRX Comparison Chart in %
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HIOIX vs. JEPRX commentary
Aug 18, 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.39B vs. HIOIX (30.5M). JEPRX pays higher dividends than HIOIX: JEPRX (8.72) vs HIOIX (0.00). HIOIX was incepted earlier than JEPRX: HIOIX (10 years) vs JEPRX (7 years). HIOIX (2.76) is less costly to investors than JEPRX (0.35). HIOIX is a more actively managed with annual turnover of: 487.35 vs. JEPRX (176.00). HIOIX has a lower initial minimum investment than JEPRX: HIOIX (2000) vs JEPRX (15000000). HIOIX annual gain was more profitable for investors over the last year : 14.97 vs. JEPRX (7.10). JEPRX return over 5 years is better than : 63.68 vs. HIOIX (22.07).
| HIOIX | JEPRX | HIOIX / JEPRX | |
| Total Expense Ratio | 2.21 | 0.35 | 631% |
| Annual Report Gross Expense Ratio | 2.76 | 0.35 | 789% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 9.804 | 3.365 | 291% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5M | 6.39B | 0% |
| Annual Yield % from dividends | 0.00 | 8.72 | - |
| Returns for 1 year | 14.97 | 7.10 | 211% |
| Returns for 3 years | 35.21 | 27.78 | 127% |
| Returns for 5 years | 22.07 | 63.68 | 35% |
| Returns for 10 years | N/A | N/A | - |
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