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HROAX vs JEPCX
HROAX vs JEPCX Comparison Chart in %
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HROAX vs. JEPCX commentary
Jun 27, 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: 6.32B vs. HROAX (34.6M). 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 : 11.13 vs. JEPCX (6.56). JEPCX return over 5 years is better than : 68.56 vs. HROAX (27.87).
| 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 | 4.698 | 0.571 | 823% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.6M | 6.32B | 1% |
| Annual Yield % from dividends | 0.00 | 7.50 | - |
| Returns for 1 year | 11.13 | 6.56 | 170% |
| Returns for 3 years | 34.48 | 27.85 | 124% |
| Returns for 5 years | 27.87 | 68.56 | 41% |
| Returns for 10 years | N/A | N/A | - |
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