HNDDX
Price
$75.40
Change
+$0.26 (+0.35%)
Updated
Jul 25 closing price
Net Assets
133.23M
JEPCX
Price
$14.19
Change
+$0.03 (+0.21%)
Updated
Jul 25 closing price
Net Assets
6.45B
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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$75.40
Change+$0.26 (+0.35%)
VolumeN/A
Net Assets133.23M
JPMorgan Equity Premium Income C
Price$14.19
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.45B
HNDDX vs JEPCX Comparison Chart in %
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HNDDX vs. JEPCX commentary
Jul 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 Buy and JEPCX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.45B vs. HNDDX (133M). JEPCX pays higher dividends than HNDDX: JEPCX (7.52) vs HNDDX (6.47). HNDDX was incepted earlier than JEPCX: HNDDX (9 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than HNDDX (1.09). JEPCX is a more actively managed with annual turnover of: 176.00 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 : 18.15 vs. JEPCX (9.39). HNDDX return over 5 years is better than : 76.50 vs. JEPCX (60.36).
HNDDXJEPCXHNDDX / JEPCX
Total Expense Ratio1.091.3581%
Annual Report Gross Expense Ratio1.091.3581%
Fund Existence9 years7 years-
Gain YTD10.0442.976337%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets133M6.45B2%
Annual Yield % from dividends6.477.5286%
Returns for 1 year18.159.39193%
Returns for 3 years48.2528.67168%
Returns for 5 years76.5060.36127%
Returns for 10 yearsN/AN/A-
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