HNDDX
Price
$76.68
Change
-$0.08 (-0.10%)
Updated
Sep 5 closing price
Net Assets
136.17M
JEPSX
Price
$14.13
Change
+$0.05 (+0.36%)
Updated
Sep 4 closing price
Net Assets
6.39B
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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$76.68
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets136.17M
JPMorgan Equity Premium Income R5
Price$14.13
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets6.39B
HNDDX vs JEPSX Comparison Chart in %
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HNDDX vs. JEPSX commentary
Sep 08, 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 JEPSX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.39B vs. HNDDX (136M). JEPSX pays higher dividends than HNDDX: JEPSX (8.44) vs HNDDX (6.25). HNDDX was incepted earlier than JEPSX: HNDDX (9 years) vs JEPSX (7 years). HNDDX (1.09) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 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 : 17.86 vs. JEPSX (6.42). HNDDX return over 5 years is better than : 74.29 vs. JEPSX (64.47).
HNDDXJEPSXHNDDX / JEPSX
Total Expense Ratio1.090.45242%
Annual Report Gross Expense Ratio1.090.54202%
Fund Existence9 years7 years-
Gain YTD12.0544.233285%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets136M6.39B2%
Annual Yield % from dividends6.258.4474%
Returns for 1 year17.866.42278%
Returns for 3 years52.4134.70151%
Returns for 5 years74.2964.47115%
Returns for 10 yearsN/AN/A-
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