HROAX
Price
$12.29
Change
+$0.01 (+0.08%)
Updated
Jun 6 closing price
Net Assets
34.77M
JEPCX
Price
$13.94
Change
+$0.07 (+0.50%)
Updated
Jun 6 closing price
Net Assets
6.31B
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HROAX vs JEPCX

Header iconHROAX vs JEPCX Comparison
Open Charts HROAX vs JEPCXBanner chart's image
M3Sixty Income and Opportunity A
Price$12.29
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets34.77M
JPMorgan Equity Premium Income C
Price$13.94
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets6.31B
HROAX vs JEPCX Comparison Chart
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HROAX vs. JEPCX commentary
Jun 07, 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.

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FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.31B vs. HROAX (34.8M). JEPCX pays higher dividends than HROAX: JEPCX (7.50) 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. HROAX annual gain was more profitable for investors over the last year : 9.73 vs. JEPCX (5.80). JEPCX return over 5 years is better than : 61.23 vs. HROAX (23.89).
HROAXJEPCXHROAX / JEPCX
Total Expense Ratio2.461.35182%
Annual Report Gross Expense Ratio3.011.35223%
Fund Existence9 years7 years-
Gain YTD3.104-0.006-54,657%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets34.8M6.31B1%
Annual Yield % from dividends0.007.50-
Returns for 1 year9.735.80168%
Returns for 3 years26.0521.97119%
Returns for 5 years23.8961.2339%
Returns for 10 yearsN/AN/A-
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