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HROAX vs JEPIX
HROAX vs JEPIX Comparison Chart in %
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HROAX vs. JEPIX commentary
Feb 04, 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 StrongBuy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.03B vs. HROAX (18.6M). JEPIX pays higher dividends than HROAX: JEPIX (7.99) vs HROAX (0.00). HROAX was incepted earlier than JEPIX: HROAX (10 years) vs JEPIX (7 years). HROAX (3.01) is less costly to investors than JEPIX (0.59). HROAX is a more actively managed with annual turnover of: 487.35 vs. JEPIX (178.00). HROAX has a lower initial minimum investment than JEPIX: HROAX (1000) vs JEPIX (1000000). JEPIX annual gain was more profitable for investors over the last year : 7.31 vs. HROAX (2.39). JEPIX return over 5 years is better than : 56.67 vs. HROAX (4.64).
| HROAX | JEPIX | HROAX / JEPIX | |
| Total Expense Ratio | 2.46 | 0.59 | 417% |
| Annual Report Gross Expense Ratio | 3.01 | 0.59 | 510% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 2.310 | 2.446 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6M | 6.03B | 0% |
| Annual Yield % from dividends | 0.00 | 7.99 | - |
| Returns for 1 year | 2.39 | 7.31 | 33% |
| Returns for 3 years | 29.98 | 33.71 | 89% |
| Returns for 5 years | 4.64 | 56.67 | 8% |
| Returns for 10 years | 23.26 | N/A | - |
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