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HADUX vs JEPIX
HADUX vs JEPIX Comparison Chart in %
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HADUX vs. JEPIX commentary
Feb 04, 2026
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: 6.03B vs. HADUX (150M). JEPIX pays higher dividends than HADUX: JEPIX (7.99) vs HADUX (6.26). HADUX was incepted earlier than JEPIX: HADUX (9 years) vs JEPIX (7 years). HADUX (1.24) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 178.00 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 : 19.20 vs. JEPIX (7.31). HADUX return over 5 years is better than : 68.69 vs. JEPIX (56.67).
| HADUX | JEPIX | HADUX / JEPIX | |
| Total Expense Ratio | 1.24 | 0.59 | 210% |
| Annual Report Gross Expense Ratio | 1.24 | 0.59 | 210% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 2.875 | 2.446 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 6.03B | 2% |
| Annual Yield % from dividends | 6.26 | 7.99 | 78% |
| Returns for 1 year | 19.20 | 7.31 | 263% |
| Returns for 3 years | 55.79 | 33.71 | 165% |
| Returns for 5 years | 68.69 | 56.67 | 121% |
| Returns for 10 years | N/A | N/A | - |
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