HNDDX
Price
$80.88
Change
+$1.49 (+1.88%)
Updated
Feb 3 closing price
Net Assets
149.68M
JEPIX
Price
$14.52
Change
+$0.40 (+2.83%)
Updated
Feb 3 closing price
Net Assets
6.03B
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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$80.88
Change+$1.49 (+1.88%)
VolumeN/A
Net Assets149.68M
JPMorgan Equity Premium Income I
Price$14.52
Change+$0.40 (+2.83%)
VolumeN/A
Net Assets6.03B
HNDDX vs JEPIX Comparison Chart in %
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HNDDX vs. JEPIX commentary
Feb 04, 2026

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.

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FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.03B vs. HNDDX (150M). JEPIX pays higher dividends than HNDDX: JEPIX (7.99) vs HNDDX (6.37). HNDDX was incepted earlier than JEPIX: HNDDX (9 years) vs JEPIX (7 years). HNDDX (1.09) is less costly to investors than JEPIX (0.59). JEPIX is a more actively managed with annual turnover of: 178.00 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 : 19.35 vs. JEPIX (7.31). HNDDX return over 5 years is better than : 70.01 vs. JEPIX (56.67).
HNDDXJEPIXHNDDX / JEPIX
Total Expense Ratio1.090.59185%
Annual Report Gross Expense Ratio1.090.59185%
Fund Existence9 years7 years-
Gain YTD2.9012.446119%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets150M6.03B2%
Annual Yield % from dividends6.377.9980%
Returns for 1 year19.357.31265%
Returns for 3 years56.5333.71168%
Returns for 5 years70.0156.67124%
Returns for 10 yearsN/AN/A-
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