HNDDX
Price
$80.88
Change
+$1.49 (+1.88%)
Updated
Feb 3 closing price
Net Assets
149.68M
JEPSX
Price
$14.52
Change
+$0.40 (+2.83%)
Updated
Feb 3 closing price
Net Assets
6.03B
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HNDDX vs JEPSX

Header iconHNDDX vs JEPSX Comparison
Open Charts HNDDX vs JEPSXBanner 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 R5
Price$14.52
Change+$0.40 (+2.83%)
VolumeN/A
Net Assets6.03B
HNDDX vs JEPSX Comparison Chart in %
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HNDDX vs. JEPSX 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 JEPSX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.03B vs. HNDDX (150M). JEPSX pays higher dividends than HNDDX: JEPSX (8.13) vs HNDDX (6.37). HNDDX was incepted earlier than JEPSX: HNDDX (9 years) vs JEPSX (7 years). HNDDX (1.09) is less costly to investors than JEPSX (0.47). JEPSX is a more actively managed with annual turnover of: 178.00 vs. HNDDX (23.00). JEPSX has a lower initial minimum investment than HNDDX: JEPSX (0) vs HNDDX (2500). HNDDX annual gain was more profitable for investors over the last year : 19.35 vs. JEPSX (7.45). HNDDX return over 5 years is better than : 70.01 vs. JEPSX (57.81).
HNDDXJEPSXHNDDX / JEPSX
Total Expense Ratio1.090.45242%
Annual Report Gross Expense Ratio1.090.47232%
Fund Existence9 years7 years-
Gain YTD2.9012.459118%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets150M6.03B2%
Annual Yield % from dividends6.378.1378%
Returns for 1 year19.357.45260%
Returns for 3 years56.5334.28165%
Returns for 5 years70.0157.81121%
Returns for 10 yearsN/AN/A-
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