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HIOIX vs JEPCX
HIOIX vs JEPCX Comparison Chart
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HIOIX vs. JEPCX commentary
Jun 15, 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: 6.3B vs. HIOIX (34.3M). JEPCX pays higher dividends than HIOIX: JEPCX (7.50) 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 (6.95) and JEPCX (6.78) have marching annual gain over last year. JEPCX return over 5 years is better than : 65.73 vs. HIOIX (26.78).
| 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 | 0.572 | 0.283 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.3M | 6.3B | 1% |
| Annual Yield % from dividends | 0.00 | 7.50 | - |
| Returns for 1 year | 6.95 | 6.78 | 102% |
| Returns for 3 years | 31.94 | 32.71 | 98% |
| Returns for 5 years | 26.78 | 65.73 | 41% |
| Returns for 10 years | N/A | N/A | - |
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