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HADUX vs JEPRX
HADUX vs JEPRX Comparison Chart in %
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HADUX vs. JEPRX 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.43B vs. HADUX (131M). JEPRX pays higher dividends than HADUX: JEPRX (8.54) vs HADUX (6.34). HADUX was incepted earlier than JEPRX: HADUX (8 years) vs JEPRX (7 years). HADUX (1.24) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. HADUX (23.00). HADUX has a lower initial minimum investment than JEPRX: HADUX (2500) vs JEPRX (15000000). HADUX annual gain was more profitable for investors over the last year : 14.55 vs. JEPRX (10.11). HADUX (77.16) and JEPRX (73.50) have equivalent 5 years return.
| HADUX | JEPRX | HADUX / JEPRX | |
| Total Expense Ratio | 1.24 | 0.35 | 354% |
| Annual Report Gross Expense Ratio | 1.24 | 0.35 | 354% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 8.327 | 3.348 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 6.43B | 2% |
| Annual Yield % from dividends | 6.34 | 8.54 | 74% |
| Returns for 1 year | 14.55 | 10.11 | 144% |
| Returns for 3 years | 30.54 | 33.57 | 91% |
| Returns for 5 years | 77.16 | 73.50 | 105% |
| Returns for 10 years | N/A | N/A | - |
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