HIOIX
Price
$13.12
Change
-$0.11 (-0.83%)
Updated
Jul 29 closing price
Net Assets
35.34M
JEPSX
Price
$14.14
Change
-$0.02 (-0.14%)
Updated
Jul 29 closing price
Net Assets
6.44B
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HIOIX vs JEPSX

Header iconHIOIX vs JEPSX Comparison
Open Charts HIOIX vs JEPSXBanner 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 R5
Price$14.14
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets6.44B
HIOIX vs JEPSX Comparison Chart in %
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HIOIX vs. JEPSX 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 JEPSX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.44B vs. HIOIX (35.3M). JEPSX pays higher dividends than HIOIX: JEPSX (8.43) vs HIOIX (0.00). HIOIX was incepted earlier than JEPSX: HIOIX (10 years) vs JEPSX (7 years). HIOIX (2.76) is less costly to investors than JEPSX (0.54). HIOIX is a more actively managed with annual turnover of: 487.35 vs. JEPSX (176.00). JEPSX has a lower initial minimum investment than HIOIX: JEPSX (0) vs HIOIX (2000). HIOIX annual gain was more profitable for investors over the last year : 12.04 vs. JEPSX (8.74). JEPSX return over 5 years is better than : 66.63 vs. HIOIX (21.82).
HIOIXJEPSXHIOIX / JEPSX
Total Expense Ratio2.210.45491%
Annual Report Gross Expense Ratio2.760.54511%
Fund Existence10 years7 years-
Gain YTD7.1903.146229%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets35.3M6.44B1%
Annual Yield % from dividends0.008.43-
Returns for 1 year12.048.74138%
Returns for 3 years38.1128.79132%
Returns for 5 years21.8266.6333%
Returns for 10 yearsN/AN/A-
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