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HADUX vs JEPCX
HADUX vs JEPCX Comparison Chart in %
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HADUX vs. JEPCX commentary
Feb 05, 2026
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: 6.03B vs. HADUX (150M). JEPCX pays higher dividends than HADUX: JEPCX (7.26) vs HADUX (6.26). HADUX was incepted earlier than JEPCX: HADUX (9 years) vs JEPCX (7 years). JEPCX (1.34) is less costly to investors than HADUX (1.24). JEPCX is a more actively managed with annual turnover of: 178.00 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 : 19.20 vs. JEPCX (6.63). HADUX return over 5 years is better than : 68.69 vs. JEPCX (50.98).
| HADUX | JEPCX | HADUX / JEPCX | |
| Total Expense Ratio | 1.24 | 1.34 | 93% |
| Annual Report Gross Expense Ratio | 1.24 | 1.34 | 93% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 2.875 | 2.452 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 6.03B | 2% |
| Annual Yield % from dividends | 6.26 | 7.26 | 86% |
| Returns for 1 year | 19.20 | 6.63 | 289% |
| Returns for 3 years | 55.79 | 30.80 | 181% |
| Returns for 5 years | 68.69 | 50.98 | 135% |
| Returns for 10 years | N/A | N/A | - |
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