HNDDX
Price
$80.88
Change
+$1.49 (+1.88%)
Updated
Feb 3 closing price
Net Assets
149.68M
JEPCX
Price
$14.52
Change
+$0.41 (+2.91%)
Updated
Feb 3 closing price
Net Assets
6.03B
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HNDDX vs JEPCX

Header iconHNDDX vs JEPCX Comparison
Open Charts HNDDX vs JEPCXBanner 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 C
Price$14.52
Change+$0.41 (+2.91%)
VolumeN/A
Net Assets6.03B
HNDDX vs JEPCX Comparison Chart in %
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HNDDX vs. JEPCX 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 JEPCX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.03B vs. HNDDX (150M). JEPCX pays higher dividends than HNDDX: JEPCX (7.26) vs HNDDX (6.37). HNDDX was incepted earlier than JEPCX: HNDDX (9 years) vs JEPCX (7 years). JEPCX (1.34) is less costly to investors than HNDDX (1.09). JEPCX is a more actively managed with annual turnover of: 178.00 vs. HNDDX (23.00). JEPCX has a lower initial minimum investment than HNDDX: JEPCX (1000) vs HNDDX (2500). HNDDX annual gain was more profitable for investors over the last year : 19.35 vs. JEPCX (6.63). HNDDX return over 5 years is better than : 70.01 vs. JEPCX (50.98).
HNDDXJEPCXHNDDX / JEPCX
Total Expense Ratio1.091.3481%
Annual Report Gross Expense Ratio1.091.3481%
Fund Existence9 years7 years-
Gain YTD2.9012.452118%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets150M6.03B2%
Annual Yield % from dividends6.377.2688%
Returns for 1 year19.356.63292%
Returns for 3 years56.5330.80184%
Returns for 5 years70.0150.98137%
Returns for 10 yearsN/AN/A-
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