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HROAX vs JEPRX
HROAX vs JEPRX Comparison Chart
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HROAX vs. JEPRX 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.1B vs. HROAX (33M). JEPRX pays higher dividends than HROAX: JEPRX (7.81) 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). JEPRX annual gain was more profitable for investors over the last year : 5.37 vs. HROAX (2.01). JEPRX return over 5 years is better than : 71.43 vs. HROAX (22.88).
| HROAX | JEPRX | HROAX / JEPRX | |
| Total Expense Ratio | 2.26 | 0.35 | 646% |
| Annual Report Gross Expense Ratio | 3.01 | 0.35 | 860% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | -6.292 | -3.338 | 189% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33M | 6.1B | 1% |
| Annual Yield % from dividends | 0.00 | 7.81 | - |
| Returns for 1 year | 2.01 | 5.37 | 37% |
| Returns for 3 years | 20.11 | 21.16 | 95% |
| Returns for 5 years | 22.88 | 71.43 | 32% |
| Returns for 10 years | N/A | N/A | - |
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