HNDDX
Price
$80.51
Change
-$0.97 (-1.19%)
Updated
Nov 13 closing price
Net Assets
144.7M
JEPRX
Price
$14.13
Change
-$0.11 (-0.77%)
Updated
Nov 13 closing price
Net Assets
6.15B
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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$80.51
Change-$0.97 (-1.19%)
VolumeN/A
Net Assets144.7M
JPMorgan Equity Premium Income R6
Price$14.13
Change-$0.11 (-0.77%)
VolumeN/A
Net Assets6.15B
HNDDX vs JEPRX Comparison Chart in %
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HNDDX vs. JEPRX commentary
Nov 14, 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 StrongBuy and JEPRX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.15B vs. HNDDX (145M). JEPRX pays higher dividends than HNDDX: JEPRX (8.46) vs HNDDX (5.89). 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 : 14.84 vs. JEPRX (3.03). HNDDX return over 5 years is better than : 73.84 vs. JEPRX (58.34).
HNDDXJEPRXHNDDX / JEPRX
Total Expense Ratio1.090.35311%
Annual Report Gross Expense Ratio1.090.35311%
Fund Existence9 years7 years-
Gain YTD17.6515.690310%
Front LoadN/AN/A-
Min. Initial Investment2500150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets145M6.15B2%
Annual Yield % from dividends5.898.4670%
Returns for 1 year14.843.03490%
Returns for 3 years51.6733.28155%
Returns for 5 years73.8458.34127%
Returns for 10 yearsN/AN/A-
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