HADUX
Price
$81.52
Change
+$0.35 (+0.43%)
Updated
Dec 3 closing price
Net Assets
145.33M
JEPRX
Price
$14.31
Change
+$0.08 (+0.56%)
Updated
Dec 3 closing price
Net Assets
6.17B
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HADUX vs JEPRX

Header iconHADUX vs JEPRX Comparison
Open Charts HADUX vs JEPRXBanner chart's image
Horizon Equity Premium Income Advisor
Price$81.52
Change+$0.35 (+0.43%)
VolumeN/A
Net Assets145.33M
JPMorgan Equity Premium Income R6
Price$14.31
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets6.17B
HADUX vs JEPRX Comparison Chart in %
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HADUX vs. JEPRX commentary
Dec 04, 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.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.17B vs. HADUX (145M). JEPRX pays higher dividends than HADUX: JEPRX (8.25) vs HADUX (5.74). 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 : 14.05 vs. JEPRX (2.52). HADUX return over 5 years is better than : 69.31 vs. JEPRX (59.21).
HADUXJEPRXHADUX / JEPRX
Total Expense Ratio1.240.35354%
Annual Report Gross Expense Ratio1.240.35354%
Fund Existence8 years7 years-
Gain YTD18.2266.588277%
Front LoadN/AN/A-
Min. Initial Investment2500150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets145M6.17B2%
Annual Yield % from dividends5.748.2570%
Returns for 1 year14.052.52559%
Returns for 3 years48.1629.26165%
Returns for 5 years69.3159.21117%
Returns for 10 yearsN/AN/A-
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