HNDDX
Price
$79.44
Change
+$0.03 (+0.04%)
Updated
Dec 26 closing price
Net Assets
146.76M
JEPAX
Price
$14.36
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
6.12B
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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$79.44
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets146.76M
JPMorgan Equity Premium Income A
Price$14.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.12B
HNDDX vs JEPAX Comparison Chart in %
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HNDDX vs. JEPAX commentary
Dec 27, 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 StrongBuy and JEPAX is a Hold.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.12B vs. HNDDX (147M). JEPAX pays higher dividends than HNDDX: JEPAX (7.76) vs HNDDX (5.85). 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 : 13.49 vs. JEPAX (5.79). HNDDX return over 5 years is better than : 66.29 vs. JEPAX (55.32).
HNDDXJEPAXHNDDX / JEPAX
Total Expense Ratio1.090.84130%
Annual Report Gross Expense Ratio1.090.84130%
Fund Existence9 years7 years-
Gain YTD16.0876.959231%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets147M6.12B2%
Annual Yield % from dividends5.857.7675%
Returns for 1 year13.495.79233%
Returns for 3 years49.5131.92155%
Returns for 5 years66.2955.32120%
Returns for 10 yearsN/AN/A-
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