HNDDX
Price
$74.29
Change
+$0.31 (+0.42%)
Updated
Jul 3 closing price
Net Assets
131.23M
JEPRX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
6.43B
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HNDDX vs JEPRX

Header iconHNDDX vs JEPRX Comparison
Open Charts HNDDX vs JEPRXBanner chart's image
Horizon Equity Premium Income Investor
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets131.23M
JPMorgan Equity Premium Income R6
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.43B
HNDDX vs JEPRX Comparison Chart in %
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HNDDX vs. JEPRX 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 JEPRX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.43B vs. HNDDX (131M). JEPRX pays higher dividends than HNDDX: JEPRX (8.54) vs HNDDX (6.47). HNDDX was incepted earlier than JEPRX: HNDDX (9 years) vs JEPRX (7 years). HNDDX (1.09) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. HNDDX (23.00). HNDDX has a lower initial minimum investment than JEPRX: HNDDX (2500) vs JEPRX (15000000). HNDDX annual gain was more profitable for investors over the last year : 14.72 vs. JEPRX (10.11). HNDDX return over 5 years is better than : 78.52 vs. JEPRX (73.50).
HNDDXJEPRXHNDDX / JEPRX
Total Expense Ratio1.090.35311%
Annual Report Gross Expense Ratio1.090.35311%
Fund Existence9 years7 years-
Gain YTD8.4243.348252%
Front LoadN/AN/A-
Min. Initial Investment2500150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets131M6.43B2%
Annual Yield % from dividends6.478.5476%
Returns for 1 year14.7210.11146%
Returns for 3 years30.6133.5791%
Returns for 5 years78.5273.50107%
Returns for 10 yearsN/AN/A-
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