HROAX
Price
$12.89
Change
-$0.03 (-0.23%)
Updated
Jul 25 closing price
Net Assets
35.4M
JEPCX
Price
$14.19
Change
+$0.03 (+0.21%)
Updated
Jul 25 closing price
Net Assets
6.45B
Interact to see
Advertisement

HROAX vs JEPCX

Header iconHROAX vs JEPCX Comparison
Open Charts HROAX vs JEPCXBanner chart's image
M3Sixty Income and Opportunity A
Price$12.89
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets35.4M
JPMorgan Equity Premium Income C
Price$14.19
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.45B
HROAX vs JEPCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HROAX vs. JEPCX 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 JEPCX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.45B vs. HROAX (35.4M). JEPCX pays higher dividends than HROAX: JEPCX (7.52) 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 : 12.58 vs. JEPCX (9.39). JEPCX return over 5 years is better than : 60.36 vs. HROAX (24.06).
HROAXJEPCXHROAX / JEPCX
Total Expense Ratio2.461.35182%
Annual Report Gross Expense Ratio3.011.35223%
Fund Existence10 years7 years-
Gain YTD8.1382.976273%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets35.4M6.45B1%
Annual Yield % from dividends0.007.52-
Returns for 1 year12.589.39134%
Returns for 3 years39.3528.67137%
Returns for 5 years24.0660.3640%
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FDTEX35.620.16
+0.45%
Fidelity Advisor Diversified Stock M
SPSCX19.720.06
+0.31%
Sterling Capital Behav Sm Cp Val Eq Intl
VCINX13.760.01
+0.07%
VALIC Company I International Growth
VGSNX20.130.01
+0.05%
Vanguard Real Estate Index Institutional
MLPOX9.07-0.02
-0.22%
Invesco SteelPath MLP Alpha Y