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HADUX vs JEPCX
HADUX vs JEPCX Comparison Chart in %
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HADUX vs. JEPCX commentary
Sep 09, 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: 6.39B vs. HADUX (136M). JEPCX pays higher dividends than HADUX: JEPCX (7.53) vs HADUX (6.13). 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 : 17.68 vs. JEPCX (5.47). HADUX return over 5 years is better than : 72.98 vs. JEPCX (57.13).
| 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 | 11.939 | 3.610 | 331% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 6.39B | 2% |
| Annual Yield % from dividends | 6.13 | 7.53 | 81% |
| Returns for 1 year | 17.68 | 5.47 | 323% |
| Returns for 3 years | 51.70 | 31.02 | 167% |
| Returns for 5 years | 72.98 | 57.13 | 128% |
| Returns for 10 years | N/A | N/A | - |
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