HROAX
Price
$12.68
Change
+$0.14 (+1.12%)
Updated
Jul 3 closing price
Net Assets
35.03M
JEPIX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
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HROAX vs JEPIX

Header iconHROAX vs JEPIX Comparison
Open Charts HROAX vs JEPIXBanner chart's image
M3Sixty Income and Opportunity A
Price$12.68
Change+$0.14 (+1.12%)
VolumeN/A
Net Assets35.03M
JPMorgan Equity Premium Income I
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
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.

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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).
HROAXJEPIXHROAX / JEPIX
Total Expense Ratio2.460.60410%
Annual Report Gross Expense Ratio3.010.60502%
Fund Existence9 years7 years-
Gain YTD6.3763.147203%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets35M6.43B1%
Annual Yield % from dividends0.008.28-
Returns for 1 year10.949.75112%
Returns for 3 years38.5832.56118%
Returns for 5 years26.0471.1937%
Returns for 10 yearsN/AN/A-
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