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HROAX vs JEPCX
HROAX vs JEPCX Comparison Chart
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HROAX vs. JEPCX commentary
Apr 28, 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 JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.1B vs. HROAX (33M). JEPCX pays higher dividends than HROAX: JEPCX (6.79) vs HROAX (0.00). HROAX was incepted earlier than JEPCX: HROAX (9 years) vs JEPCX (7 years). HROAX (3.01) is less costly to investors than JEPCX (1.35). HROAX is a more actively managed with annual turnover of: 487.35 vs. JEPCX (176.00). HROAX (1000) and JEPCX (1000) have matching initial minimum investment requirements. JEPCX annual gain was more profitable for investors over the last year : 4.31 vs. HROAX (2.01). JEPCX return over 5 years is better than : 63.07 vs. HROAX (22.88).
| HROAX | JEPCX | HROAX / JEPCX | |
| Total Expense Ratio | 2.26 | 1.35 | 167% |
| Annual Report Gross Expense Ratio | 3.01 | 1.35 | 223% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | -6.292 | -3.579 | 176% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33M | 6.1B | 1% |
| Annual Yield % from dividends | 0.00 | 6.79 | - |
| Returns for 1 year | 2.01 | 4.31 | 47% |
| Returns for 3 years | 20.11 | 17.55 | 115% |
| Returns for 5 years | 22.88 | 63.07 | 36% |
| Returns for 10 years | N/A | N/A | - |
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