Interact to see
Advertisement
Advertisement
HROAX vs JEPAX
HROAX vs JEPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HROAX vs. JEPAX commentary
Jan 15, 2026
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 Hold and JEPAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.15B vs. HROAX (18.8M). JEPAX pays higher dividends than HROAX: JEPAX (7.88) 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 (0.84). HROAX is a more actively managed with annual turnover of: 487.35 vs. JEPAX (178.00). HROAX (6%) and JEPAX (5%) have equivalent initial investment costs. HROAX (1000) and JEPAX (1000) have matching initial minimum investment requirements. JEPAX annual gain was more profitable for investors over the last year : 9.06 vs. HROAX (4.88). JEPAX return over 5 years is better than : 55.48 vs. HROAX (9.11).
| HROAX | JEPAX | HROAX / JEPAX | |
| Total Expense Ratio | 2.46 | 0.84 | 293% |
| Annual Report Gross Expense Ratio | 3.01 | 0.84 | 358% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 2.805 | 1.754 | 160% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8M | 6.15B | 0% |
| Annual Yield % from dividends | 0.00 | 7.88 | - |
| Returns for 1 year | 4.88 | 9.06 | 54% |
| Returns for 3 years | 31.02 | 30.95 | 100% |
| Returns for 5 years | 9.11 | 55.48 | 16% |
| 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