HADUX
Price
$71.27
Change
+$0.63 (+0.89%)
Updated
Jun 6 closing price
Net Assets
124.2M
JEPCX
Price
$13.94
Change
+$0.07 (+0.50%)
Updated
Jun 6 closing price
Net Assets
6.31B
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HADUX vs JEPCX

Header iconHADUX vs JEPCX Comparison
Open Charts HADUX vs JEPCXBanner chart's image
Horizon Equity Premium Income Advisor
Price$71.27
Change+$0.63 (+0.89%)
VolumeN/A
Net Assets124.2M
JPMorgan Equity Premium Income C
Price$13.94
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets6.31B
HADUX vs JEPCX Comparison Chart
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HADUX vs. JEPCX commentary
Jun 07, 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 HADUX is a Buy and JEPCX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.31B vs. HADUX (124M). JEPCX pays higher dividends than HADUX: JEPCX (7.50) vs HADUX (6.66). HADUX was incepted earlier than JEPCX: HADUX (8 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than HADUX (1.24). JEPCX is a more actively managed with annual turnover of: 176.00 vs. HADUX (23.00). JEPCX has a lower initial minimum investment than HADUX: JEPCX (1000) vs HADUX (2500). HADUX annual gain was more profitable for investors over the last year : 13.69 vs. JEPCX (5.80). HADUX (61.35) and JEPCX (61.23) have equivalent 5 years return.
HADUXJEPCXHADUX / JEPCX
Total Expense Ratio1.241.3592%
Annual Report Gross Expense Ratio1.241.3592%
Fund Existence8 years7 years-
Gain YTD3.867-0.006-68,100%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets124M6.31B2%
Annual Yield % from dividends6.667.5089%
Returns for 1 year13.695.80236%
Returns for 3 years27.4621.97125%
Returns for 5 years61.3561.23100%
Returns for 10 yearsN/AN/A-
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