HADUX
Price
$74.33
Change
+$0.30 (+0.41%)
Updated
Jul 3 closing price
Net Assets
131.23M
JEPIX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
Interact to see
Advertisement

HADUX vs JEPIX

Header iconHADUX vs JEPIX Comparison
Open Charts HADUX vs JEPIXBanner chart's image
Horizon Equity Premium Income Advisor
Price$74.33
Change+$0.30 (+0.41%)
VolumeN/A
Net Assets131.23M
JPMorgan Equity Premium Income I
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
HADUX vs JEPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HADUX vs. JEPIX commentary
Jul 06, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.43B vs. HADUX (131M). 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 : 14.55 vs. JEPIX (9.75). HADUX return over 5 years is better than : 77.16 vs. JEPIX (71.19).
HADUXJEPIXHADUX / JEPIX
Total Expense Ratio1.240.60207%
Annual Report Gross Expense Ratio1.240.60207%
Fund Existence8 years7 years-
Gain YTD8.3273.147265%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets131M6.43B2%
Annual Yield % from dividends6.348.2877%
Returns for 1 year14.559.75149%
Returns for 3 years30.5432.5694%
Returns for 5 years77.1671.19108%
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SPSDX18.390.14
+0.77%
Sterling Capital Behav Sm Cp Val Eq C
CNWEX87.870.54
+0.62%
American Funds New World 529E
GCMTX35.900.21
+0.59%
Goldman Sachs Mid Cap Value Inv
SGGDX37.510.16
+0.43%
First Eagle Gold A
VCINX13.890.05
+0.36%
VALIC Company I International Growth