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HROAX vs JEPAX
HROAX vs JEPAX Comparison Chart in %
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HROAX vs. JEPAX 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 HROAX is a Buy and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.45B vs. HROAX (35.4M). JEPAX pays higher dividends than HROAX: JEPAX (8.03) vs HROAX (0.00). HROAX was incepted earlier than JEPAX: HROAX (10 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 : 12.58 vs. JEPAX (9.94). JEPAX return over 5 years is better than : 64.44 vs. HROAX (24.06).
| HROAX | JEPAX | HROAX / JEPAX | |
| Total Expense Ratio | 2.46 | 0.85 | 289% |
| Annual Report Gross Expense Ratio | 3.01 | 0.85 | 354% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 8.138 | 3.234 | 252% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.4M | 6.45B | 1% |
| Annual Yield % from dividends | 0.00 | 8.03 | - |
| Returns for 1 year | 12.58 | 9.94 | 127% |
| Returns for 3 years | 39.35 | 30.63 | 128% |
| Returns for 5 years | 24.06 | 64.44 | 37% |
| Returns for 10 years | N/A | N/A | - |
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