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HROAX vs JEPCX
HROAX vs JEPCX Comparison Chart in %
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HROAX vs. JEPCX commentary
Dec 13, 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 StrongBuy and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.16B vs. HROAX (20.4M). JEPCX pays higher dividends than HROAX: JEPCX (7.26) vs HROAX (0.00). HROAX was incepted earlier than JEPCX: HROAX (10 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 : 4.56 vs. JEPCX (3.66). JEPCX return over 5 years is better than : 52.93 vs. HROAX (19.82).
| HROAX | JEPCX | HROAX / JEPCX | |
| Total Expense Ratio | 2.46 | 1.35 | 182% |
| Annual Report Gross Expense Ratio | 3.01 | 1.35 | 223% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 13.591 | 6.511 | 209% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.4M | 6.16B | 0% |
| Annual Yield % from dividends | 0.00 | 7.26 | - |
| Returns for 1 year | 4.56 | 3.66 | 124% |
| Returns for 3 years | 43.43 | 27.31 | 159% |
| Returns for 5 years | 19.82 | 52.93 | 37% |
| Returns for 10 years | N/A | N/A | - |
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