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HADUX vs JEPAX
HADUX vs JEPAX Comparison Chart in %
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HADUX vs. JEPAX commentary
Jul 06, 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: 6.43B vs. HADUX (131M). JEPAX pays higher dividends than HADUX: JEPAX (8.03) vs HADUX (6.34). 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 : 14.55 vs. JEPAX (9.55). HADUX return over 5 years is better than : 77.16 vs. JEPAX (69.10).
| 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 | 8.327 | 3.089 | 270% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 6.43B | 2% |
| Annual Yield % from dividends | 6.34 | 8.03 | 79% |
| Returns for 1 year | 14.55 | 9.55 | 152% |
| Returns for 3 years | 30.54 | 31.57 | 97% |
| Returns for 5 years | 77.16 | 69.10 | 112% |
| Returns for 10 years | N/A | N/A | - |
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