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HADUX vs JEPAX
HADUX vs JEPAX Comparison Chart
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HADUX vs. JEPAX 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 HADUX is a Buy and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.3B vs. HADUX (126M). JEPAX pays higher dividends than HADUX: JEPAX (8.02) vs HADUX (6.66). 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 : 12.14 vs. JEPAX (7.32). HADUX (70.98) and JEPAX (69.94) have equivalent 5 years return.
| 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 | 3.969 | 0.492 | 806% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 6.3B | 2% |
| Annual Yield % from dividends | 6.66 | 8.02 | 83% |
| Returns for 1 year | 12.14 | 7.32 | 166% |
| Returns for 3 years | 39.73 | 34.73 | 114% |
| Returns for 5 years | 70.98 | 69.94 | 101% |
| Returns for 10 years | N/A | N/A | - |
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