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HADUX vs JEPCX
HADUX vs JEPCX Comparison Chart in %
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HADUX vs. JEPCX 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 JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.43B vs. HADUX (131M). JEPCX pays higher dividends than HADUX: JEPCX (7.52) vs HADUX (6.34). 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 : 14.55 vs. JEPCX (9.00). HADUX return over 5 years is better than : 77.16 vs. JEPCX (65.03).
| 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 | 8.327 | 2.831 | 294% |
| Front Load | N/A | N/A | - |
| 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 | 7.52 | 84% |
| Returns for 1 year | 14.55 | 9.00 | 162% |
| Returns for 3 years | 30.54 | 29.60 | 103% |
| Returns for 5 years | 77.16 | 65.03 | 119% |
| Returns for 10 years | N/A | N/A | - |
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