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HROAX vs JEPIX
HROAX vs JEPIX Comparison Chart in %
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HROAX vs. JEPIX 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.45B vs. HROAX (35.4M). JEPIX pays higher dividends than HROAX: JEPIX (8.28) 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 : 12.58 vs. JEPIX (10.22). JEPIX return over 5 years is better than : 66.60 vs. HROAX (24.06).
| 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 | 8.138 | 3.366 | 242% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.4M | 6.45B | 1% |
| Annual Yield % from dividends | 0.00 | 8.28 | - |
| Returns for 1 year | 12.58 | 10.22 | 123% |
| Returns for 3 years | 39.35 | 31.62 | 124% |
| Returns for 5 years | 24.06 | 66.60 | 36% |
| Returns for 10 years | N/A | N/A | - |
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