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HNDDX vs JEPIX
HNDDX vs JEPIX Comparison Chart
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HNDDX vs. JEPIX commentary
Jun 16, 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.3B vs. HNDDX (126M). JEPIX pays higher dividends than HNDDX: JEPIX (8.28) vs HNDDX (6.79). HNDDX was incepted earlier than JEPIX: HNDDX (8 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 : 12.31 vs. JEPIX (7.59). HNDDX (72.30) and JEPIX (72.05) have equivalent 5 years return.
| HNDDX | JEPIX | HNDDX / JEPIX | |
| Total Expense Ratio | 1.09 | 0.60 | 182% |
| Annual Report Gross Expense Ratio | 1.09 | 0.60 | 182% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 4.045 | 0.528 | 766% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 6.3B | 2% |
| Annual Yield % from dividends | 6.79 | 8.28 | 82% |
| Returns for 1 year | 12.31 | 7.59 | 162% |
| Returns for 3 years | 40.37 | 35.64 | 113% |
| Returns for 5 years | 72.30 | 72.05 | 100% |
| Returns for 10 years | N/A | N/A | - |
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