Interact to see
Advertisement
Advertisement
HIOIX vs JEPAX
HIOIX vs JEPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HIOIX vs. JEPAX commentary
Nov 20, 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 HIOIX is a Hold and JEPAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.02B vs. HIOIX (19.5M). JEPAX pays higher dividends than HIOIX: JEPAX (7.95) vs HIOIX (0.00). HIOIX was incepted earlier than JEPAX: HIOIX (10 years) vs JEPAX (7 years). HIOIX (2.76) is less costly to investors than JEPAX (0.85). HIOIX is a more actively managed with annual turnover of: 487.35 vs. JEPAX (176.00). JEPAX has a lower initial minimum investment than HIOIX: JEPAX (1000) vs HIOIX (2000). HIOIX annual gain was more profitable for investors over the last year : 4.08 vs. JEPAX (2.59). JEPAX return over 5 years is better than : 53.56 vs. HIOIX (18.20).
| HIOIX | JEPAX | HIOIX / JEPAX | |
| Total Expense Ratio | 2.21 | 0.85 | 260% |
| Annual Report Gross Expense Ratio | 2.76 | 0.85 | 325% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 8.252 | 4.054 | 204% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5M | 6.02B | 0% |
| Annual Yield % from dividends | 0.00 | 7.95 | - |
| Returns for 1 year | 4.08 | 2.59 | 158% |
| Returns for 3 years | 35.48 | 28.58 | 124% |
| Returns for 5 years | 18.20 | 53.56 | 34% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement