Interact to see
Advertisement
Advertisement
HADUX vs JEPCX
HADUX vs JEPCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HADUX vs. JEPCX commentary
Dec 04, 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 JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.17B vs. HADUX (145M). JEPCX pays higher dividends than HADUX: JEPCX (7.26) vs HADUX (5.74). HADUX was incepted earlier than JEPCX: HADUX (8 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than HADUX (1.24). JEPCX is a more actively managed with annual turnover of: 176.00 vs. HADUX (23.00). JEPCX has a lower initial minimum investment than HADUX: JEPCX (1000) vs HADUX (2500). HADUX annual gain was more profitable for investors over the last year : 14.05 vs. JEPCX (1.57). HADUX return over 5 years is better than : 69.31 vs. JEPCX (51.55).
| HADUX | JEPCX | HADUX / JEPCX | |
| Total Expense Ratio | 1.24 | 1.35 | 92% |
| Annual Report Gross Expense Ratio | 1.24 | 1.35 | 92% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 18.226 | 5.695 | 320% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 6.17B | 2% |
| Annual Yield % from dividends | 5.74 | 7.26 | 79% |
| Returns for 1 year | 14.05 | 1.57 | 896% |
| Returns for 3 years | 48.16 | 25.61 | 188% |
| Returns for 5 years | 69.31 | 51.55 | 134% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement