HADUX
Price
$72.82
Change
+$0.33 (+0.46%)
Updated
Jun 26 closing price
Net Assets
127.07M
JEPCX
Price
$13.97
Change
+$0.02 (+0.14%)
Updated
Jun 26 closing price
Net Assets
6.32B
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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$72.82
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets127.07M
JPMorgan Equity Premium Income C
Price$13.97
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets6.32B
HADUX vs JEPCX Comparison Chart in %
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HADUX vs. JEPCX commentary
Jun 27, 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: 6.32B vs. HADUX (127M). 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 : 12.74 vs. JEPCX (6.56). HADUX return over 5 years is better than : 77.05 vs. JEPCX (68.56).
HADUXJEPCXHADUX / JEPCX
Total Expense Ratio1.241.3592%
Annual Report Gross Expense Ratio1.241.3592%
Fund Existence8 years7 years-
Gain YTD5.6450.571989%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets127M6.32B2%
Annual Yield % from dividends6.667.5089%
Returns for 1 year12.746.56194%
Returns for 3 years40.7127.85146%
Returns for 5 years77.0568.56112%
Returns for 10 yearsN/AN/A-
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