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HIOIX vs JEPRX
HIOIX vs JEPRX Comparison Chart
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HIOIX vs. JEPRX 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 5.92B vs. HIOIX (32M). JEPRX pays higher dividends than HIOIX: JEPRX (7.81) vs HIOIX (0.00). HIOIX was incepted earlier than JEPRX: HIOIX (9 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). JEPRX annual gain was more profitable for investors over the last year : 4.09 vs. HIOIX (-2.50). JEPRX return over 5 years is better than : 66.36 vs. HIOIX (19.89).
| HIOIX | JEPRX | HIOIX / JEPRX | |
| Total Expense Ratio | 2.01 | 0.35 | 574% |
| Annual Report Gross Expense Ratio | 2.76 | 0.35 | 789% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | -10.866 | -5.470 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32M | 5.92B | 1% |
| Annual Yield % from dividends | 0.00 | 7.81 | - |
| Returns for 1 year | -2.50 | 4.09 | -61% |
| Returns for 3 years | 13.41 | 14.54 | 92% |
| Returns for 5 years | 19.89 | 66.36 | 30% |
| Returns for 10 years | N/A | N/A | - |
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