HROAX
Price
$12.89
Change
-$0.03 (-0.23%)
Updated
Jul 25 closing price
Net Assets
35.4M
JEPSX
Price
$14.19
Change
+$0.03 (+0.21%)
Updated
Jul 25 closing price
Net Assets
6.45B
Interact to see
Advertisement

HROAX vs JEPSX

Header iconHROAX vs JEPSX Comparison
Open Charts HROAX vs JEPSXBanner chart's image
M3Sixty Income and Opportunity A
Price$12.89
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets35.4M
JPMorgan Equity Premium Income R5
Price$14.19
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.45B
HROAX vs JEPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HROAX vs. JEPSX commentary
Jul 28, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.45B vs. HROAX (35.4M). JEPSX pays higher dividends than HROAX: JEPSX (8.43) 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 : 12.58 vs. JEPSX (10.30). JEPSX return over 5 years is better than : 67.72 vs. HROAX (24.06).
HROAXJEPSXHROAX / JEPSX
Total Expense Ratio2.460.45547%
Annual Report Gross Expense Ratio3.010.54557%
Fund Existence10 years7 years-
Gain YTD8.1383.364242%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets35.4M6.45B1%
Annual Yield % from dividends0.008.43-
Returns for 1 year12.5810.30122%
Returns for 3 years39.3532.20122%
Returns for 5 years24.0667.7236%
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MFVFX14.460.08
+0.56%
MassMutual Equity Opports R4
SMMSX31.260.15
+0.48%
Invesco Summit S
DSHZX12.230.03
+0.25%
Brinker Capital Destinations Shelter Z
VTWAX46.720.10
+0.21%
Vanguard Total World Stock Index Admiral
CSHZX12.10-0.04
-0.33%
NYLI Cushing® MLP Premier Class I