HNDDX
Price
$76.68
Change
-$0.08 (-0.10%)
Updated
Sep 5 closing price
Net Assets
136.17M
JEPCX
Price
$14.12
Change
-$0.01 (-0.07%)
Updated
Sep 5 closing price
Net Assets
6.39B
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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$76.68
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets136.17M
JPMorgan Equity Premium Income C
Price$14.12
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets6.39B
HNDDX vs JEPCX Comparison Chart in %
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HNDDX vs. JEPCX commentary
Sep 08, 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: 6.39B vs. HNDDX (136M). JEPCX pays higher dividends than HNDDX: JEPCX (7.53) vs HNDDX (6.25). 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 : 17.86 vs. JEPCX (5.47). HNDDX return over 5 years is better than : 74.29 vs. JEPCX (57.13).
HNDDXJEPCXHNDDX / JEPCX
Total Expense Ratio1.091.3581%
Annual Report Gross Expense Ratio1.091.3581%
Fund Existence9 years7 years-
Gain YTD12.0543.610334%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets136M6.39B2%
Annual Yield % from dividends6.257.5383%
Returns for 1 year17.865.47327%
Returns for 3 years52.4131.02169%
Returns for 5 years74.2957.13130%
Returns for 10 yearsN/AN/A-
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