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HROAX vs JEPCX
HROAX vs JEPCX Comparison Chart in %
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HROAX vs. JEPCX 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 JEPCX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.15B vs. HROAX (18.8M). JEPCX pays higher dividends than HROAX: JEPCX (7.38) 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 (1.34). HROAX is a more actively managed with annual turnover of: 487.35 vs. JEPCX (178.00). HROAX (1000) and JEPCX (1000) have matching initial minimum investment requirements. JEPCX annual gain was more profitable for investors over the last year : 8.56 vs. HROAX (4.88). JEPCX return over 5 years is better than : 51.69 vs. HROAX (9.11).
| HROAX | JEPCX | HROAX / JEPCX | |
| Total Expense Ratio | 2.46 | 1.34 | 184% |
| Annual Report Gross Expense Ratio | 3.01 | 1.34 | 225% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 2.805 | 1.754 | 160% |
| Front Load | 6% | N/A | - |
| 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 | 7.38 | - |
| Returns for 1 year | 4.88 | 8.56 | 57% |
| Returns for 3 years | 31.02 | 29.05 | 107% |
| Returns for 5 years | 9.11 | 51.69 | 18% |
| Returns for 10 years | N/A | N/A | - |
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