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HIOIX vs JEPCX
HIOIX vs JEPCX Comparison Chart
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HIOIX vs. JEPCX commentary
Apr 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 HIOIX is a Hold and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 5.92B vs. HIOIX (32M). JEPCX pays higher dividends than HIOIX: JEPCX (6.79) vs HIOIX (0.00). HIOIX was incepted earlier than JEPCX: HIOIX (9 years) vs JEPCX (7 years). HIOIX (2.76) is less costly to investors than JEPCX (1.35). HIOIX is a more actively managed with annual turnover of: 487.35 vs. JEPCX (176.00). JEPCX has a lower initial minimum investment than HIOIX: JEPCX (1000) vs HIOIX (2000). JEPCX annual gain was more profitable for investors over the last year : 3.04 vs. HIOIX (-2.50). JEPCX return over 5 years is better than : 58.24 vs. HIOIX (19.89).
| HIOIX | JEPCX | HIOIX / JEPCX | |
| Total Expense Ratio | 2.01 | 1.35 | 149% |
| Annual Report Gross Expense Ratio | 2.76 | 1.35 | 204% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | -10.866 | -5.706 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32M | 5.92B | 1% |
| Annual Yield % from dividends | 0.00 | 6.79 | - |
| Returns for 1 year | -2.50 | 3.04 | -82% |
| Returns for 3 years | 13.41 | 11.14 | 120% |
| Returns for 5 years | 19.89 | 58.24 | 34% |
| Returns for 10 years | N/A | N/A | - |
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