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HNDDX vs JEPIX
HNDDX vs JEPIX Comparison Chart in %
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HNDDX vs. JEPIX commentary
Jul 07, 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: 6.43B vs. HNDDX (131M). JEPIX pays higher dividends than HNDDX: JEPIX (8.28) vs HNDDX (6.47). 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 : 14.72 vs. JEPIX (9.75). HNDDX return over 5 years is better than : 78.52 vs. JEPIX (71.19).
| HNDDX | JEPIX | HNDDX / JEPIX | |
| Total Expense Ratio | 1.09 | 0.60 | 182% |
| Annual Report Gross Expense Ratio | 1.09 | 0.60 | 182% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 8.424 | 3.147 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 6.43B | 2% |
| Annual Yield % from dividends | 6.47 | 8.28 | 78% |
| Returns for 1 year | 14.72 | 9.75 | 151% |
| Returns for 3 years | 30.61 | 32.56 | 94% |
| Returns for 5 years | 78.52 | 71.19 | 110% |
| Returns for 10 years | N/A | N/A | - |
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