HNDDX
Price
$80.88
Change
+$1.49 (+1.88%)
Updated
Feb 3 closing price
Net Assets
149.68M
JEPRX
Price
$14.52
Change
+$0.41 (+2.91%)
Updated
Feb 3 closing price
Net Assets
6.03B
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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$80.88
Change+$1.49 (+1.88%)
VolumeN/A
Net Assets149.68M
JPMorgan Equity Premium Income R6
Price$14.52
Change+$0.41 (+2.91%)
VolumeN/A
Net Assets6.03B
HNDDX vs JEPRX Comparison Chart in %
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HNDDX vs. JEPRX 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 JEPRX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.03B vs. HNDDX (150M). JEPRX pays higher dividends than HNDDX: JEPRX (8.24) vs HNDDX (6.37). HNDDX was incepted earlier than JEPRX: HNDDX (9 years) vs JEPRX (7 years). HNDDX (1.09) is less costly to investors than JEPRX (0.34). JEPRX is a more actively managed with annual turnover of: 178.00 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 : 19.35 vs. JEPRX (7.63). HNDDX return over 5 years is better than : 70.01 vs. JEPRX (58.62).
HNDDXJEPRXHNDDX / JEPRX
Total Expense Ratio1.090.34321%
Annual Report Gross Expense Ratio1.090.34321%
Fund Existence9 years7 years-
Gain YTD2.9012.540114%
Front LoadN/AN/A-
Min. Initial Investment2500150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets150M6.03B2%
Annual Yield % from dividends6.378.2477%
Returns for 1 year19.357.63254%
Returns for 3 years56.5334.70163%
Returns for 5 years70.0158.62119%
Returns for 10 yearsN/AN/A-
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