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HIOIX vs JEPSX
HIOIX vs JEPSX Comparison Chart
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HIOIX vs. JEPSX commentary
May 01, 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 JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.13B vs. HIOIX (33.2M). JEPSX pays higher dividends than HIOIX: JEPSX (7.71) vs HIOIX (0.00). HIOIX was incepted earlier than JEPSX: HIOIX (9 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). JEPSX annual gain was more profitable for investors over the last year : 5.65 vs. HIOIX (1.95). JEPSX return over 5 years is better than : 70.86 vs. HIOIX (25.76).
| HIOIX | JEPSX | HIOIX / JEPSX | |
| Total Expense Ratio | 2.21 | 0.45 | 491% |
| Annual Report Gross Expense Ratio | 2.76 | 0.54 | 511% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | -5.882 | -2.934 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2M | 6.13B | 1% |
| Annual Yield % from dividends | 0.00 | 7.71 | - |
| Returns for 1 year | 1.95 | 5.65 | 34% |
| Returns for 3 years | 21.52 | 0.69 | 3,110% |
| Returns for 5 years | 25.76 | 70.86 | 36% |
| Returns for 10 years | N/A | N/A | - |
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