Interact to see
Advertisement
Advertisement
HADUX vs JEPCX
HADUX vs JEPCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HADUX vs. JEPCX commentary
Aug 10, 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 StrongBuy and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.34B vs. HADUX (134M). JEPCX pays higher dividends than HADUX: JEPCX (7.69) vs HADUX (6.23). 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 : 19.47 vs. JEPCX (7.53). HADUX return over 5 years is better than : 72.00 vs. JEPCX (54.69).
| HADUX | JEPCX | HADUX / JEPCX | |
| Total Expense Ratio | 1.24 | 1.35 | 92% |
| Annual Report Gross Expense Ratio | 1.24 | 1.35 | 92% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 10.207 | 1.811 | 564% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 6.34B | 2% |
| Annual Yield % from dividends | 6.23 | 7.69 | 81% |
| Returns for 1 year | 19.47 | 7.53 | 259% |
| Returns for 3 years | 44.99 | 24.03 | 187% |
| Returns for 5 years | 72.00 | 54.69 | 132% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers