HNDDX
Price
$79.44
Change
+$0.03 (+0.04%)
Updated
Dec 26 closing price
Net Assets
146.76M
JEPRX
Price
$14.36
Change
-$0.01 (-0.07%)
Updated
Dec 26 closing price
Net Assets
6.12B
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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$79.44
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets146.76M
JPMorgan Equity Premium Income R6
Price$14.36
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets6.12B
HNDDX vs JEPRX Comparison Chart in %
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HNDDX vs. JEPRX commentary
Dec 27, 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 Hold.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.12B vs. HNDDX (147M). JEPRX pays higher dividends than HNDDX: JEPRX (8.25) vs HNDDX (5.85). 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 : 13.49 vs. JEPRX (6.28). HNDDX return over 5 years is better than : 66.29 vs. JEPRX (59.19).
HNDDXJEPRXHNDDX / JEPRX
Total Expense Ratio1.090.34321%
Annual Report Gross Expense Ratio1.090.34321%
Fund Existence9 years7 years-
Gain YTD16.0877.411217%
Front LoadN/AN/A-
Min. Initial Investment2500150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets147M6.12B2%
Annual Yield % from dividends5.858.2571%
Returns for 1 year13.496.28215%
Returns for 3 years49.5133.88146%
Returns for 5 years66.2959.19112%
Returns for 10 yearsN/AN/A-
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