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HADUX vs JEPAX
HADUX vs JEPAX Comparison Chart in %
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HADUX vs. JEPAX commentary
Dec 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 HADUX is a StrongBuy and JEPAX is a Hold.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.12B vs. HADUX (147M). JEPAX pays higher dividends than HADUX: JEPAX (7.76) vs HADUX (5.74). HADUX was incepted earlier than JEPAX: HADUX (9 years) vs JEPAX (7 years). HADUX (1.24) is less costly to investors than JEPAX (0.84). JEPAX is a more actively managed with annual turnover of: 178.00 vs. HADUX (23.00). JEPAX has a lower initial minimum investment than HADUX: JEPAX (1000) vs HADUX (2500). HADUX annual gain was more profitable for investors over the last year : 13.34 vs. JEPAX (5.79). HADUX return over 5 years is better than : 64.99 vs. JEPAX (55.32).
| HADUX | JEPAX | HADUX / JEPAX | |
| Total Expense Ratio | 1.24 | 0.84 | 148% |
| Annual Report Gross Expense Ratio | 1.24 | 0.84 | 148% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 15.921 | 6.959 | 229% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 6.12B | 2% |
| Annual Yield % from dividends | 5.74 | 7.76 | 74% |
| Returns for 1 year | 13.34 | 5.79 | 231% |
| Returns for 3 years | 48.83 | 31.92 | 153% |
| Returns for 5 years | 64.99 | 55.32 | 117% |
| Returns for 10 years | N/A | N/A | - |
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