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HROAX vs JEPCX
HROAX vs JEPCX Comparison Chart in %
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HROAX vs. JEPCX commentary
Jul 17, 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 StrongBuy and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.37B vs. HROAX (34.9M). JEPCX pays higher dividends than HROAX: JEPCX (7.52) 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 : 6.11 vs. HROAX (5.16). JEPCX return over 5 years is better than : 59.26 vs. HROAX (21.79).
| HROAX | JEPCX | HROAX / JEPCX | |
| Total Expense Ratio | 2.46 | 1.35 | 182% |
| Annual Report Gross Expense Ratio | 3.01 | 1.35 | 223% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 5.956 | 1.743 | 342% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.9M | 6.37B | 1% |
| Annual Yield % from dividends | 0.00 | 7.52 | - |
| Returns for 1 year | 5.16 | 6.11 | 85% |
| Returns for 3 years | 38.94 | 28.50 | 137% |
| Returns for 5 years | 21.79 | 59.26 | 37% |
| Returns for 10 years | N/A | N/A | - |
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