HNDDX
Price
$80.51
Change
-$0.97 (-1.19%)
Updated
Nov 13 closing price
Net Assets
144.7M
JEPIX
Price
$14.13
Change
-$0.11 (-0.77%)
Updated
Nov 13 closing price
Net Assets
6.1B
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HNDDX vs JEPIX

Header iconHNDDX vs JEPIX Comparison
Open Charts HNDDX vs JEPIXBanner chart's image
Horizon Equity Premium Income Investor
Price$80.51
Change-$0.97 (-1.19%)
VolumeN/A
Net Assets144.7M
JPMorgan Equity Premium Income I
Price$14.13
Change-$0.11 (-0.77%)
VolumeN/A
Net Assets6.1B
HNDDX vs JEPIX Comparison Chart in %
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HNDDX vs. JEPIX commentary
Nov 14, 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 JEPIX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.1B vs. HNDDX (145M). JEPIX pays higher dividends than HNDDX: JEPIX (8.20) vs HNDDX (5.89). HNDDX was incepted earlier than JEPIX: HNDDX (9 years) vs JEPIX (7 years). HNDDX (1.09) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. HNDDX (23.00). HNDDX has a lower initial minimum investment than JEPIX: HNDDX (2500) vs JEPIX (1000000). HNDDX annual gain was more profitable for investors over the last year : 14.84 vs. JEPIX (2.77). HNDDX return over 5 years is better than : 73.84 vs. JEPIX (56.36).
HNDDXJEPIXHNDDX / JEPIX
Total Expense Ratio1.090.60182%
Annual Report Gross Expense Ratio1.090.60182%
Fund Existence9 years7 years-
Gain YTD17.6515.395327%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets145M6.1B2%
Annual Yield % from dividends5.898.2072%
Returns for 1 year14.842.77536%
Returns for 3 years51.6732.28160%
Returns for 5 years73.8456.36131%
Returns for 10 yearsN/AN/A-
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