HIOIX
Price
$13.04
Change
+$0.15 (+1.16%)
Updated
Jul 3 closing price
Net Assets
35.03M
JEPCX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
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HIOIX vs JEPCX

Header iconHIOIX vs JEPCX Comparison
Open Charts HIOIX vs JEPCXBanner chart's image
M3Sixty Income and Opportunity Instl
Price$13.04
Change+$0.15 (+1.16%)
VolumeN/A
Net Assets35.03M
JPMorgan Equity Premium Income C
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
HIOIX vs JEPCX Comparison Chart in %
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HIOIX vs. JEPCX commentary
Jul 06, 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 StrongBuy and JEPCX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.43B vs. HIOIX (35M). JEPCX pays higher dividends than HIOIX: JEPCX (7.52) 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 : 11.36 vs. JEPCX (9.00). JEPCX return over 5 years is better than : 65.03 vs. HIOIX (28.09).
HIOIXJEPCXHIOIX / JEPCX
Total Expense Ratio2.211.35164%
Annual Report Gross Expense Ratio2.761.35204%
Fund Existence9 years7 years-
Gain YTD6.5362.831231%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets35M6.43B1%
Annual Yield % from dividends0.007.52-
Returns for 1 year11.369.00126%
Returns for 3 years39.9129.60135%
Returns for 5 years28.0965.0343%
Returns for 10 yearsN/AN/A-
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