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HADUX vs JEPIX
HADUX vs JEPIX Comparison Chart
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HADUX vs. JEPIX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.3B vs. HADUX (126M). JEPIX pays higher dividends than HADUX: JEPIX (8.28) vs HADUX (6.66). 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 : 12.14 vs. JEPIX (7.59). JEPIX (72.05) and HADUX (70.98) have equivalent 5 years return.
| HADUX | JEPIX | HADUX / JEPIX | |
| Total Expense Ratio | 1.24 | 0.60 | 207% |
| Annual Report Gross Expense Ratio | 1.24 | 0.60 | 207% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 3.969 | 0.528 | 752% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 6.3B | 2% |
| Annual Yield % from dividends | 6.66 | 8.28 | 80% |
| Returns for 1 year | 12.14 | 7.59 | 160% |
| Returns for 3 years | 39.73 | 35.64 | 111% |
| Returns for 5 years | 70.98 | 72.05 | 99% |
| Returns for 10 years | N/A | N/A | - |
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