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HROAX vs JEPRX
HROAX vs JEPRX Comparison Chart in %
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HROAX vs. JEPRX 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.32B vs. HROAX (34.6M). JEPRX pays higher dividends than HROAX: JEPRX (8.54) vs HROAX (0.00). HROAX was incepted earlier than JEPRX: HROAX (9 years) vs JEPRX (7 years). HROAX (3.01) is less costly to investors than JEPRX (0.35). HROAX is a more actively managed with annual turnover of: 487.35 vs. JEPRX (176.00). HROAX has a lower initial minimum investment than JEPRX: HROAX (1000) vs JEPRX (15000000). HROAX annual gain was more profitable for investors over the last year : 11.13 vs. JEPRX (7.64). JEPRX return over 5 years is better than : 77.22 vs. HROAX (27.87).
| HROAX | JEPRX | HROAX / JEPRX | |
| Total Expense Ratio | 2.46 | 0.35 | 703% |
| Annual Report Gross Expense Ratio | 3.01 | 0.35 | 860% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 4.698 | 0.993 | 473% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.6M | 6.32B | 1% |
| Annual Yield % from dividends | 0.00 | 8.54 | - |
| Returns for 1 year | 11.13 | 7.64 | 146% |
| Returns for 3 years | 34.48 | 31.68 | 109% |
| Returns for 5 years | 27.87 | 77.22 | 36% |
| Returns for 10 years | N/A | N/A | - |
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