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HADUX vs JEPCX
HADUX vs JEPCX Comparison Chart
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HADUX vs. JEPCX commentary
Apr 04, 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 Hold and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.41B vs. HADUX (122M). JEPCX pays higher dividends than HADUX: JEPCX (6.79) vs HADUX (6.27). HADUX was incepted earlier than JEPCX: HADUX (8 years) vs JEPCX (7 years). HADUX (1.36) and JEPCX (1.35) have similar cost to investors . 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 : 9.69 vs. JEPCX (6.54). JEPCX (84.58) and HADUX (84.04) have equivalent 5 years return.
| HADUX | JEPCX | HADUX / JEPCX | |
| Total Expense Ratio | 1.36 | 1.35 | 101% |
| Annual Report Gross Expense Ratio | 1.36 | 1.35 | 101% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | -1.284 | 0.604 | -213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 6.41B | 2% |
| Annual Yield % from dividends | 6.27 | 6.79 | 92% |
| Returns for 1 year | 9.69 | 6.54 | 148% |
| Returns for 3 years | 18.38 | 18.57 | 99% |
| Returns for 5 years | 84.04 | 84.58 | 99% |
| Returns for 10 years | N/A | N/A | - |
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