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HROAX vs JEPAX
HROAX vs JEPAX Comparison Chart in %
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HROAX vs. JEPAX commentary
Sep 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 HROAX is a Buy and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.33B vs. HROAX (36.4M). JEPAX pays higher dividends than HROAX: JEPAX (8.04) vs HROAX (0.00). HROAX was incepted earlier than JEPAX: HROAX (10 years) vs JEPAX (7 years). HROAX (3.01) is less costly to investors than JEPAX (0.85). HROAX is a more actively managed with annual turnover of: 487.35 vs. JEPAX (176.00). HROAX (6%) and JEPAX (5%) have equivalent initial investment costs. HROAX (1000) and JEPAX (1000) have matching initial minimum investment requirements. HROAX annual gain was more profitable for investors over the last year : 21.18 vs. JEPAX (4.19). JEPAX return over 5 years is better than : 61.25 vs. HROAX (28.56).
| HROAX | JEPAX | HROAX / JEPAX | |
| Total Expense Ratio | 2.46 | 0.85 | 289% |
| Annual Report Gross Expense Ratio | 3.01 | 0.85 | 354% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 15.185 | 3.884 | 391% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.4M | 6.33B | 1% |
| Annual Yield % from dividends | 0.00 | 8.04 | - |
| Returns for 1 year | 21.18 | 4.19 | 505% |
| Returns for 3 years | 47.00 | 33.99 | 138% |
| Returns for 5 years | 28.56 | 61.25 | 47% |
| Returns for 10 years | N/A | N/A | - |