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HROAX vs JEPSX
HROAX vs JEPSX Comparison Chart in %
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HROAX vs. JEPSX commentary
Aug 18, 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: 6.39B vs. HROAX (30.5M). JEPSX pays higher dividends than HROAX: JEPSX (8.61) 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 : 14.46 vs. JEPSX (6.98). JEPSX return over 5 years is better than : 62.83 vs. HROAX (20.15).
| 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 | 9.564 | 3.226 | 296% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5M | 6.39B | 0% |
| Annual Yield % from dividends | 0.00 | 8.61 | - |
| Returns for 1 year | 14.46 | 6.98 | 207% |
| Returns for 3 years | 33.81 | 27.37 | 124% |
| Returns for 5 years | 20.15 | 62.83 | 32% |
| Returns for 10 years | N/A | N/A | - |
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