Interact to see
Advertisement
Advertisement
HADUX vs JEPAX
HADUX vs JEPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HADUX vs. JEPAX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.1B vs. HADUX (145M). JEPAX pays higher dividends than HADUX: JEPAX (7.95) vs HADUX (5.77). HADUX was incepted earlier than JEPAX: HADUX (8 years) vs JEPAX (7 years). HADUX (1.24) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 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 : 16.11 vs. JEPAX (3.24). HADUX return over 5 years is better than : 74.61 vs. JEPAX (55.64).
| HADUX | JEPAX | HADUX / JEPAX | |
| Total Expense Ratio | 1.24 | 0.85 | 146% |
| Annual Report Gross Expense Ratio | 1.24 | 0.85 | 146% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 18.896 | 6.065 | 312% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 6.1B | 2% |
| Annual Yield % from dividends | 5.77 | 7.95 | 73% |
| Returns for 1 year | 16.11 | 3.24 | 497% |
| Returns for 3 years | 51.64 | 32.31 | 160% |
| Returns for 5 years | 74.61 | 55.64 | 134% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SBMLX | 22.52 | 0.05 | +0.22% |
| ClearBridge Mid Cap C | |||
| STSCX | 42.92 | 0.07 | +0.16% |
| Sterling Capital SmCp Val Instl | |||
| CTASX | 45.19 | 0.01 | +0.02% |
| Calamos Timpani Small Cap Growth A | |||
| PRJBX | 48.71 | -0.02 | -0.04% |
| PGIM Jennison Global Opportunities R2 | |||
| MSVIX | 13.27 | -0.05 | -0.38% |
| MetLife Small Company Equity Inst | |||