Ad is loading...
HADUX vs JEPCX
HADUX vs JEPCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HADUX vs. JEPCX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.48B vs. HADUX (125M). JEPCX pays higher dividends than HADUX: JEPCX (6.58) vs HADUX (1.16). HADUX was incepted earlier than JEPCX: HADUX (8 years) vs JEPCX (6 years). JEPCX is a more actively managed with annual turnover of: 189.00 vs. HADUX (4.00). 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 : 23.10 vs. JEPCX (12.99). JEPCX return over 5 years is better than : 46.92 vs. HADUX (38.89).
| HADUX | JEPCX | HADUX / JEPCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 2.118 | 1.254 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 6.48B | 2% |
| Annual Yield % from dividends | 1.16 | 6.58 | 18% |
| Returns for 1 year | 23.10 | 12.99 | 178% |
| Returns for 3 years | 24.34 | 21.21 | 115% |
| Returns for 5 years | 38.89 | 46.92 | 83% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers