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

Header iconHROAX vs JEPCX Comparison
Open Charts HROAX vs JEPCXBanner 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 C
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
HROAX vs JEPCX Comparison Chart in %
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HROAX vs. JEPCX 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 JEPCX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.43B vs. HROAX (35M). JEPCX pays higher dividends than HROAX: JEPCX (7.52) vs HROAX (0.00). HROAX was incepted earlier than JEPCX: HROAX (9 years) vs JEPCX (7 years). HROAX (3.01) is less costly to investors than JEPCX (1.35). HROAX is a more actively managed with annual turnover of: 487.35 vs. JEPCX (176.00). HROAX (1000) and JEPCX (1000) have matching initial minimum investment requirements. HROAX annual gain was more profitable for investors over the last year : 10.94 vs. JEPCX (9.00). JEPCX return over 5 years is better than : 65.03 vs. HROAX (26.04).
HROAXJEPCXHROAX / JEPCX
Total Expense Ratio2.461.35182%
Annual Report Gross Expense Ratio3.011.35223%
Fund Existence9 years7 years-
Gain YTD6.3762.831225%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets35M6.43B1%
Annual Yield % from dividends0.007.52-
Returns for 1 year10.949.00121%
Returns for 3 years38.5829.60130%
Returns for 5 years26.0465.0340%
Returns for 10 yearsN/AN/A-
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