Interact to see
Advertisement
Advertisement
HIOIX vs JEPRX
HIOIX vs JEPRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HIOIX vs. JEPRX commentary
Dec 04, 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 StrongBuy and JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.17B vs. HIOIX (20M). JEPRX pays higher dividends than HIOIX: JEPRX (8.25) 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 : 5.14 vs. JEPRX (2.52). JEPRX return over 5 years is better than : 59.21 vs. HIOIX (17.99).
| 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 | 10.376 | 6.588 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20M | 6.17B | 0% |
| Annual Yield % from dividends | 0.00 | 8.25 | - |
| Returns for 1 year | 5.14 | 2.52 | 204% |
| Returns for 3 years | 33.63 | 29.26 | 115% |
| Returns for 5 years | 17.99 | 59.21 | 30% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| OWLSX | 23.21 | N/A | N/A |
| Old Westbury Large Cap Strategies | |||
| FSEIX | 59.53 | N/A | N/A |
| Nuveen Mid Cap Value Opportunities I | |||
| MDSKX | 27.29 | N/A | N/A |
| iShares Russell 2000 Small-Cap Idx Inv A | |||
| SBSIX | 15.04 | N/A | N/A |
| Segall Bryant & Hamill Intl Sm Cp Ins | |||
| MSTFX | 12.42 | N/A | N/A |
| Morningstar International Equity | |||