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HROAX vs JEPIX
HROAX vs JEPIX Comparison Chart in %
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HROAX vs. JEPIX 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.43B vs. HROAX (35M). JEPIX pays higher dividends than HROAX: JEPIX (8.28) vs HROAX (0.00). HROAX was incepted earlier than JEPIX: HROAX (9 years) vs JEPIX (7 years). HROAX (3.01) is less costly to investors than JEPIX (0.60). HROAX is a more actively managed with annual turnover of: 487.35 vs. JEPIX (176.00). HROAX has a lower initial minimum investment than JEPIX: HROAX (1000) vs JEPIX (1000000). HROAX annual gain was more profitable for investors over the last year : 10.94 vs. JEPIX (9.75). JEPIX return over 5 years is better than : 71.19 vs. HROAX (26.04).
| HROAX | JEPIX | HROAX / JEPIX | |
| Total Expense Ratio | 2.46 | 0.60 | 410% |
| Annual Report Gross Expense Ratio | 3.01 | 0.60 | 502% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 6.376 | 3.147 | 203% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35M | 6.43B | 1% |
| Annual Yield % from dividends | 0.00 | 8.28 | - |
| Returns for 1 year | 10.94 | 9.75 | 112% |
| Returns for 3 years | 38.58 | 32.56 | 118% |
| Returns for 5 years | 26.04 | 71.19 | 37% |
| Returns for 10 years | N/A | N/A | - |
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