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HIOIX vs JEPSX
HIOIX vs JEPSX Comparison Chart in %
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HIOIX vs. JEPSX commentary
Nov 20, 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 JEPSX is a Hold.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.02B vs. HIOIX (19.5M). JEPSX pays higher dividends than HIOIX: JEPSX (8.35) 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 : 4.08 vs. JEPSX (3.00). JEPSX return over 5 years is better than : 56.63 vs. HIOIX (18.20).
| HIOIX | JEPSX | HIOIX / JEPSX | |
| Total Expense Ratio | 2.21 | 0.45 | 491% |
| Annual Report Gross Expense Ratio | 2.76 | 0.54 | 511% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 8.252 | 4.325 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5M | 6.02B | 0% |
| Annual Yield % from dividends | 0.00 | 8.35 | - |
| Returns for 1 year | 4.08 | 3.00 | 136% |
| Returns for 3 years | 35.48 | 30.12 | 118% |
| Returns for 5 years | 18.20 | 56.63 | 32% |
| Returns for 10 years | N/A | N/A | - |
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