HIOIX
Price
$13.12
Change
-$0.11 (-0.83%)
Updated
Jul 29 closing price
Net Assets
35.34M
JEPRX
Price
$14.14
Change
-$0.01 (-0.07%)
Updated
Jul 29 closing price
Net Assets
6.44B
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HIOIX vs JEPRX

Header iconHIOIX vs JEPRX Comparison
Open Charts HIOIX vs JEPRXBanner chart's image
M3Sixty Income and Opportunity Instl
Price$13.12
Change-$0.11 (-0.83%)
VolumeN/A
Net Assets35.34M
JPMorgan Equity Premium Income R6
Price$14.14
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets6.44B
HIOIX vs JEPRX Comparison Chart in %
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HIOIX vs. JEPRX commentary
Jul 31, 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 JEPRX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.44B vs. HIOIX (35.3M). JEPRX pays higher dividends than HIOIX: JEPRX (8.54) vs HIOIX (0.00). HIOIX was incepted earlier than JEPRX: HIOIX (10 years) vs JEPRX (7 years). HIOIX (2.76) is less costly to investors than JEPRX (0.35). HIOIX is a more actively managed with annual turnover of: 487.35 vs. JEPRX (176.00). HIOIX has a lower initial minimum investment than JEPRX: HIOIX (2000) vs JEPRX (15000000). HIOIX annual gain was more profitable for investors over the last year : 12.04 vs. JEPRX (8.86). JEPRX return over 5 years is better than : 67.37 vs. HIOIX (21.82).
HIOIXJEPRXHIOIX / JEPRX
Total Expense Ratio2.210.35631%
Annual Report Gross Expense Ratio2.760.35789%
Fund Existence10 years7 years-
Gain YTD7.1903.202225%
Front LoadN/AN/A-
Min. Initial Investment2000150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets35.3M6.44B1%
Annual Yield % from dividends0.008.54-
Returns for 1 year12.048.86136%
Returns for 3 years38.1129.10131%
Returns for 5 years21.8267.3732%
Returns for 10 yearsN/AN/A-
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