HNDDX
Price
$74.29
Change
+$0.31 (+0.42%)
Updated
Jul 3 closing price
Net Assets
131.23M
JEPAX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
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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$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets131.23M
JPMorgan Equity Premium Income A
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
HNDDX vs JEPAX Comparison Chart in %
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HNDDX vs. JEPAX commentary
Jul 07, 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 HNDDX is a Buy and JEPAX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.43B vs. HNDDX (131M). JEPAX pays higher dividends than HNDDX: JEPAX (8.03) vs HNDDX (6.47). HNDDX was incepted earlier than JEPAX: HNDDX (9 years) vs JEPAX (7 years). HNDDX (1.09) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 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 : 14.72 vs. JEPAX (9.55). HNDDX return over 5 years is better than : 78.52 vs. JEPAX (69.10).
HNDDXJEPAXHNDDX / JEPAX
Total Expense Ratio1.090.85128%
Annual Report Gross Expense Ratio1.090.85128%
Fund Existence9 years7 years-
Gain YTD8.4243.089273%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets131M6.43B2%
Annual Yield % from dividends6.478.0381%
Returns for 1 year14.729.55154%
Returns for 3 years30.6131.5797%
Returns for 5 years78.5269.10114%
Returns for 10 yearsN/AN/A-
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