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HROAX vs JEPSX
HROAX vs JEPSX Comparison Chart in %
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HROAX vs. JEPSX commentary
Nov 14, 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 JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.1B vs. HROAX (20.1M). JEPSX pays higher dividends than HROAX: JEPSX (8.35) vs HROAX (0.00). HROAX was incepted earlier than JEPSX: HROAX (10 years) vs JEPSX (7 years). HROAX (3.01) is less costly to investors than JEPSX (0.54). HROAX is a more actively managed with annual turnover of: 487.35 vs. JEPSX (176.00). JEPSX has a lower initial minimum investment than HROAX: JEPSX (0) vs HROAX (1000). HROAX annual gain was more profitable for investors over the last year : 7.46 vs. JEPSX (2.92). JEPSX return over 5 years is better than : 57.52 vs. HROAX (19.91).
| HROAX | JEPSX | HROAX / JEPSX | |
| Total Expense Ratio | 2.46 | 0.45 | 547% |
| Annual Report Gross Expense Ratio | 3.01 | 0.54 | 557% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 11.158 | 5.520 | 202% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1M | 6.1B | 0% |
| Annual Yield % from dividends | 0.00 | 8.35 | - |
| Returns for 1 year | 7.46 | 2.92 | 256% |
| Returns for 3 years | 38.16 | 32.86 | 116% |
| Returns for 5 years | 19.91 | 57.52 | 35% |
| Returns for 10 years | N/A | N/A | - |
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