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HADUX vs JEPSX
HADUX vs JEPSX Comparison Chart in %
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HADUX vs. JEPSX 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 JEPSX is a Buy.
FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.03B vs. HADUX (150M). JEPSX pays higher dividends than HADUX: JEPSX (8.13) vs HADUX (6.26). HADUX was incepted earlier than JEPSX: HADUX (9 years) vs JEPSX (7 years). HADUX (1.24) is less costly to investors than JEPSX (0.47). JEPSX is a more actively managed with annual turnover of: 178.00 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 : 19.20 vs. JEPSX (7.45). HADUX return over 5 years is better than : 68.69 vs. JEPSX (57.81).
| HADUX | JEPSX | HADUX / JEPSX | |
| Total Expense Ratio | 1.24 | 0.45 | 276% |
| Annual Report Gross Expense Ratio | 1.24 | 0.47 | 264% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 2.875 | 2.459 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 6.03B | 2% |
| Annual Yield % from dividends | 6.26 | 8.13 | 77% |
| Returns for 1 year | 19.20 | 7.45 | 258% |
| Returns for 3 years | 55.79 | 34.28 | 163% |
| Returns for 5 years | 68.69 | 57.81 | 119% |
| Returns for 10 years | N/A | N/A | - |
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