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HADUX vs JEPRX
HADUX vs JEPRX Comparison Chart in %
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HADUX vs. JEPRX 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.03B vs. HADUX (150M). JEPRX pays higher dividends than HADUX: JEPRX (8.24) vs HADUX (6.26). HADUX was incepted earlier than JEPRX: HADUX (9 years) vs JEPRX (7 years). HADUX (1.24) is less costly to investors than JEPRX (0.34). JEPRX is a more actively managed with annual turnover of: 178.00 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 : 19.20 vs. JEPRX (7.63). HADUX return over 5 years is better than : 68.69 vs. JEPRX (58.62).
| HADUX | JEPRX | HADUX / JEPRX | |
| Total Expense Ratio | 1.24 | 0.34 | 365% |
| Annual Report Gross Expense Ratio | 1.24 | 0.34 | 365% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 2.875 | 2.540 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 6.03B | 2% |
| Annual Yield % from dividends | 6.26 | 8.24 | 76% |
| Returns for 1 year | 19.20 | 7.63 | 252% |
| Returns for 3 years | 55.79 | 34.70 | 161% |
| Returns for 5 years | 68.69 | 58.62 | 117% |
| Returns for 10 years | N/A | N/A | - |
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