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HROAX vs JEPSX
HROAX vs JEPSX Comparison Chart
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HROAX vs. JEPSX 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 JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.3B vs. HROAX (34.3M). JEPSX pays higher dividends than HROAX: JEPSX (8.43) vs HROAX (0.00). HROAX was incepted earlier than JEPSX: HROAX (9 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 (8.03) and JEPSX (7.75) have marching annual gain over last year. JEPSX return over 5 years is better than : 73.34 vs. HROAX (24.79).
| HROAX | JEPSX | HROAX / JEPSX | |
| Total Expense Ratio | 2.46 | 0.45 | 547% |
| Annual Report Gross Expense Ratio | 3.01 | 0.54 | 557% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 0.503 | 0.586 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.3M | 6.3B | 1% |
| Annual Yield % from dividends | 0.00 | 8.43 | - |
| Returns for 1 year | 8.03 | 7.75 | 104% |
| Returns for 3 years | 30.79 | 36.34 | 85% |
| Returns for 5 years | 24.79 | 73.34 | 34% |
| Returns for 10 years | N/A | N/A | - |
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