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HADUX vs JEPSX
HADUX vs JEPSX Comparison Chart in %
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HADUX vs. JEPSX commentary
Sep 09, 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 JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.39B vs. HADUX (136M). JEPSX pays higher dividends than HADUX: JEPSX (8.44) vs HADUX (6.13). HADUX was incepted earlier than JEPSX: HADUX (8 years) vs JEPSX (7 years). HADUX (1.24) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. HADUX (23.00). JEPSX has a lower initial minimum investment than HADUX: JEPSX (0) vs HADUX (2500). HADUX annual gain was more profitable for investors over the last year : 17.68 vs. JEPSX (6.42). HADUX return over 5 years is better than : 72.98 vs. JEPSX (64.47).
| HADUX | JEPSX | HADUX / JEPSX | |
| Total Expense Ratio | 1.24 | 0.45 | 276% |
| Annual Report Gross Expense Ratio | 1.24 | 0.54 | 230% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 11.939 | 4.233 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 6.39B | 2% |
| Annual Yield % from dividends | 6.13 | 8.44 | 73% |
| Returns for 1 year | 17.68 | 6.42 | 275% |
| Returns for 3 years | 51.70 | 34.70 | 149% |
| Returns for 5 years | 72.98 | 64.47 | 113% |
| Returns for 10 years | N/A | N/A | - |
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