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 13, 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: 6.16B vs. HADUX (146M). 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 : 16.02 vs. JEPCX (3.66). HADUX return over 5 years is better than : 70.38 vs. JEPCX (52.93).
| 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 | 20.151 | 6.511 | 309% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 6.16B | 2% |
| Annual Yield % from dividends | 5.74 | 7.26 | 79% |
| Returns for 1 year | 16.02 | 3.66 | 437% |
| Returns for 3 years | 52.66 | 27.31 | 193% |
| Returns for 5 years | 70.38 | 52.93 | 133% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AHGCX | 10.76 | 0.11 | +1.03% |
| American Century Heritage C | |||
| APFDX | 20.07 | 0.16 | +0.80% |
| Artisan Global Discovery Investor | |||
| ANVMX | 11.54 | 0.09 | +0.79% |
| American Century Non-US Intrs ValR6 | |||
| CSGIX | 11.44 | 0.03 | +0.26% |
| Calamos International Small Cap Gr I | |||
| GMNPX | 38.23 | 0.03 | +0.08% |
| Goldman Sachs MLP Energy Infras P | |||