HNDDX
Price
$80.88
Change
+$1.49 (+1.88%)
Updated
Feb 3 closing price
Net Assets
149.68M
JEPAX
Price
$14.52
Change
+$0.41 (+2.91%)
Updated
Feb 3 closing price
Net Assets
6.09B
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HNDDX vs JEPAX

Header iconHNDDX vs JEPAX Comparison
Open Charts HNDDX vs JEPAXBanner chart's image
Horizon Equity Premium Income Investor
Price$80.88
Change+$1.49 (+1.88%)
VolumeN/A
Net Assets149.68M
JPMorgan Equity Premium Income A
Price$14.52
Change+$0.41 (+2.91%)
VolumeN/A
Net Assets6.09B
HNDDX vs JEPAX Comparison Chart in %
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HNDDX vs. JEPAX 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 HNDDX is a Buy and JEPAX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.09B vs. HNDDX (150M). JEPAX pays higher dividends than HNDDX: JEPAX (7.75) vs HNDDX (6.37). HNDDX was incepted earlier than JEPAX: HNDDX (9 years) vs JEPAX (7 years). HNDDX (1.09) is less costly to investors than JEPAX (0.84). JEPAX is a more actively managed with annual turnover of: 178.00 vs. HNDDX (23.00). JEPAX has a lower initial minimum investment than HNDDX: JEPAX (1000) vs HNDDX (2500). HNDDX annual gain was more profitable for investors over the last year : 19.35 vs. JEPAX (7.13). HNDDX return over 5 years is better than : 70.01 vs. JEPAX (54.76).
HNDDXJEPAXHNDDX / JEPAX
Total Expense Ratio1.090.84130%
Annual Report Gross Expense Ratio1.090.84130%
Fund Existence9 years7 years-
Gain YTD2.9012.496116%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets150M6.09B2%
Annual Yield % from dividends6.377.7582%
Returns for 1 year19.357.13271%
Returns for 3 years56.5332.73173%
Returns for 5 years70.0154.76128%
Returns for 10 yearsN/AN/A-
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