HROAX
Price
$12.68
Change
+$0.14 (+1.12%)
Updated
Jul 3 closing price
Net Assets
35.03M
JEPAX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
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HROAX vs JEPAX

Header iconHROAX vs JEPAX Comparison
Open Charts HROAX vs JEPAXBanner chart's image
M3Sixty Income and Opportunity A
Price$12.68
Change+$0.14 (+1.12%)
VolumeN/A
Net Assets35.03M
JPMorgan Equity Premium Income A
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
HROAX vs JEPAX Comparison Chart in %
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HROAX vs. JEPAX commentary
Jul 07, 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 HROAX is a Buy and JEPAX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.43B vs. HROAX (35M). JEPAX pays higher dividends than HROAX: JEPAX (8.03) vs HROAX (0.00). HROAX was incepted earlier than JEPAX: HROAX (9 years) vs JEPAX (7 years). HROAX (3.01) is less costly to investors than JEPAX (0.85). HROAX is a more actively managed with annual turnover of: 487.35 vs. JEPAX (176.00). HROAX (6%) and JEPAX (5%) have equivalent initial investment costs. HROAX (1000) and JEPAX (1000) have matching initial minimum investment requirements. HROAX annual gain was more profitable for investors over the last year : 10.94 vs. JEPAX (9.55). JEPAX return over 5 years is better than : 69.10 vs. HROAX (26.04).
HROAXJEPAXHROAX / JEPAX
Total Expense Ratio2.460.85289%
Annual Report Gross Expense Ratio3.010.85354%
Fund Existence9 years7 years-
Gain YTD6.3763.089206%
Front Load6%5%105%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets35M6.43B1%
Annual Yield % from dividends0.008.03-
Returns for 1 year10.949.55114%
Returns for 3 years38.5831.57122%
Returns for 5 years26.0469.1038%
Returns for 10 yearsN/AN/A-
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