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HIOIX vs JEPCX
HIOIX vs JEPCX Comparison Chart
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HIOIX vs. JEPCX commentary
May 09, 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 Buy and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.26B vs. HIOIX (33.6M). JEPCX pays higher dividends than HIOIX: JEPCX (7.25) 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). HIOIX annual gain was more profitable for investors over the last year : 7.10 vs. JEPCX (5.02). JEPCX return over 5 years is better than : 64.61 vs. HIOIX (27.62).
| HIOIX | JEPCX | HIOIX / JEPCX | |
| Total Expense Ratio | 2.21 | 1.35 | 164% |
| Annual Report Gross Expense Ratio | 2.76 | 1.35 | 204% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | -1.471 | -1.114 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.6M | 6.26B | 1% |
| Annual Yield % from dividends | 0.00 | 7.25 | - |
| Returns for 1 year | 7.10 | 5.02 | 142% |
| Returns for 3 years | 30.38 | 24.56 | 124% |
| Returns for 5 years | 27.62 | 64.61 | 43% |
| Returns for 10 years | N/A | N/A | - |
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