HADRX
Price
$79.42
Change
-$0.36 (-0.45%)
Updated
Jun 13 closing price
Net Assets
777.65M
JHEQX
Price
$32.84
Change
-$0.11 (-0.33%)
Updated
Jun 13 closing price
Net Assets
20.92B
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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$79.42
Change-$0.36 (-0.45%)
VolumeN/A
Net Assets777.65M
JPMorgan Hedged Equity I
Price$32.84
Change-$0.11 (-0.33%)
VolumeN/A
Net Assets20.92B
HADRX vs JHEQX Comparison Chart
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HADRX vs. JHEQX commentary
Jun 16, 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: 20.9B vs. HADRX (778M). JHEQX pays higher dividends than HADRX: JHEQX (0.77) 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 : 9.51 vs. JHEQX (6.66). JHEQX (56.54) and HADRX (54.20) have equivalent 5 years return.
HADRXJHEQXHADRX / JHEQX
Total Expense Ratio1.190.58205%
Annual Report Gross Expense Ratio1.190.58205%
Fund Existence7 years12 years-
Gain YTD2.570-0.693-371%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets778M20.9B4%
Annual Yield % from dividends0.020.772%
Returns for 1 year9.516.66143%
Returns for 3 years39.3639.22100%
Returns for 5 years54.2056.5496%
Returns for 10 yearsN/A111.18-
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