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HROAX vs JEPIX
HROAX vs JEPIX Comparison Chart in %
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HROAX vs. JEPIX commentary
Oct 21, 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 Hold and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.17B vs. HROAX (35.6M). JEPIX pays higher dividends than HROAX: JEPIX (8.23) 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 (0.60). 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 : 11.06 vs. JEPIX (3.52). JEPIX return over 5 years is better than : 62.65 vs. HROAX (22.49).
| HROAX | JEPIX | HROAX / JEPIX | |
| Total Expense Ratio | 2.46 | 0.60 | 410% |
| Annual Report Gross Expense Ratio | 3.01 | 0.60 | 502% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 13.758 | 5.303 | 259% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.6M | 6.17B | 1% |
| Annual Yield % from dividends | 0.00 | 8.23 | - |
| Returns for 1 year | 11.06 | 3.52 | 314% |
| Returns for 3 years | 49.83 | 40.49 | 123% |
| Returns for 5 years | 22.49 | 62.65 | 36% |
| Returns for 10 years | N/A | N/A | - |
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