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HROAX vs JEPRX
HROAX vs JEPRX Comparison Chart
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HROAX vs. JEPRX commentary
Jun 16, 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 StrongBuy and JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.3B vs. HROAX (34.3M). JEPRX pays higher dividends than HROAX: JEPRX (8.54) vs HROAX (0.00). HROAX was incepted earlier than JEPRX: HROAX (9 years) vs JEPRX (7 years). HROAX (3.01) is less costly to investors than JEPRX (0.35). HROAX is a more actively managed with annual turnover of: 487.35 vs. JEPRX (176.00). HROAX has a lower initial minimum investment than JEPRX: HROAX (1000) vs JEPRX (15000000). HROAX (8.03) and JEPRX (7.86) have marching annual gain over last year. JEPRX return over 5 years is better than : 74.37 vs. HROAX (24.79).
| HROAX | JEPRX | HROAX / JEPRX | |
| Total Expense Ratio | 2.46 | 0.35 | 703% |
| Annual Report Gross Expense Ratio | 3.01 | 0.35 | 860% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 0.503 | 0.703 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.3M | 6.3B | 1% |
| Annual Yield % from dividends | 0.00 | 8.54 | - |
| Returns for 1 year | 8.03 | 7.86 | 102% |
| Returns for 3 years | 30.79 | 36.67 | 84% |
| Returns for 5 years | 24.79 | 74.37 | 33% |
| Returns for 10 years | N/A | N/A | - |
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