HADUX
Price
$75.44
Change
+$0.26 (+0.35%)
Updated
Jul 25 closing price
Net Assets
133.23M
JEPIX
Price
$14.20
Change
+$0.04 (+0.28%)
Updated
Jul 25 closing price
Net Assets
6.45B
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HADUX vs JEPIX

Header iconHADUX vs JEPIX Comparison
Open Charts HADUX vs JEPIXBanner chart's image
Horizon Equity Premium Income Advisor
Price$75.44
Change+$0.26 (+0.35%)
VolumeN/A
Net Assets133.23M
JPMorgan Equity Premium Income I
Price$14.20
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets6.45B
HADUX vs JEPIX Comparison Chart in %
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HADUX vs. JEPIX commentary
Jul 27, 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 JEPIX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.45B vs. HADUX (133M). JEPIX pays higher dividends than HADUX: JEPIX (8.28) vs HADUX (6.34). HADUX was incepted earlier than JEPIX: HADUX (8 years) vs JEPIX (7 years). HADUX (1.24) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. HADUX (23.00). HADUX has a lower initial minimum investment than JEPIX: HADUX (2500) vs JEPIX (1000000). HADUX annual gain was more profitable for investors over the last year : 17.96 vs. JEPIX (10.22). HADUX return over 5 years is better than : 75.15 vs. JEPIX (66.60).
HADUXJEPIXHADUX / JEPIX
Total Expense Ratio1.240.60207%
Annual Report Gross Expense Ratio1.240.60207%
Fund Existence8 years7 years-
Gain YTD9.9453.366295%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets133M6.45B2%
Annual Yield % from dividends6.348.2877%
Returns for 1 year17.9610.22176%
Returns for 3 years47.5531.62150%
Returns for 5 years75.1566.60113%
Returns for 10 yearsN/AN/A-
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