HADRX
Price
$81.70
Change
+$0.05 (+0.06%)
Updated
Jul 28 closing price
Net Assets
819.07M
JHEQX
Price
$33.79
Change
+$0.04 (+0.12%)
Updated
Jul 28 closing price
Net Assets
21.36B
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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$81.70
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets819.07M
JPMorgan Hedged Equity I
Price$33.79
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets21.36B
HADRX vs JHEQX Comparison Chart in %
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HADRX vs. JHEQX commentary
Jul 29, 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: 21.4B vs. HADRX (819M). 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 : 12.51 vs. JHEQX (9.37). JHEQX (56.13) and HADRX (54.55) have equivalent 5 years return.
HADRXJHEQXHADRX / JHEQX
Total Expense Ratio1.190.58205%
Annual Report Gross Expense Ratio1.190.58205%
Fund Existence7 years12 years-
Gain YTD5.5152.363233%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets819M21.4B4%
Annual Yield % from dividends0.020.752%
Returns for 1 year12.519.37133%
Returns for 3 years36.7736.58101%
Returns for 5 years54.5556.1397%
Returns for 10 yearsN/A119.77-
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