HADRX
Price
$80.97
Change
+$0.14 (+0.17%)
Updated
Jul 3 closing price
Net Assets
803.98M
JHEQX
Price
$33.39
Change
+$0.14 (+0.42%)
Updated
Jul 3 closing price
Net Assets
21.28B
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HADRX vs JHEQX

Header iconHADRX vs JHEQX Comparison
Open Charts HADRX vs JHEQXBanner chart's image
Horizon Defined Risk Advisor
Price$80.97
Change+$0.14 (+0.17%)
VolumeN/A
Net Assets803.98M
JPMorgan Hedged Equity I
Price$33.39
Change+$0.14 (+0.42%)
VolumeN/A
Net Assets21.28B
HADRX vs JHEQX Comparison Chart in %
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HADRX vs. JHEQX commentary
Jul 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 HADRX is a Buy and JHEQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.3B vs. HADRX (804M). JHEQX pays higher dividends than HADRX: JHEQX (0.75) vs HADRX (0.02). HADRX was incepted earlier than JHEQX: HADRX (7 years) vs JHEQX (12 years). HADRX (1.19) is less costly to investors than JHEQX (0.58). JHEQX is a more actively managed with annual turnover of: 37.00 vs. HADRX (8.00). HADRX has a lower initial minimum investment than JHEQX: HADRX (2500) vs JHEQX (1000000). HADRX annual gain was more profitable for investors over the last year : 10.77 vs. JHEQX (7.15). HADRX (57.42) and JHEQX (57.30) have equivalent 5 years return.
HADRXJHEQXHADRX / JHEQX
Total Expense Ratio1.190.58205%
Annual Report Gross Expense Ratio1.190.58205%
Fund Existence7 years12 years-
Gain YTD4.5721.151397%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets804M21.3B4%
Annual Yield % from dividends0.020.752%
Returns for 1 year10.777.15151%
Returns for 3 years39.9939.78101%
Returns for 5 years57.4257.30100%
Returns for 10 yearsN/A118.62-
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