HADUX
Price
$67.48
Change
+$1.02 (+1.53%)
Updated
Apr 24 closing price
Net Assets
113.34M
JEPCX
Price
$13.58
Change
+$0.15 (+1.12%)
Updated
Apr 24 closing price
Net Assets
5.98B
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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$67.48
Change+$1.02 (+1.53%)
VolumeN/A
Net Assets113.34M
JPMorgan Equity Premium Income C
Price$13.58
Change+$0.15 (+1.12%)
VolumeN/A
Net Assets5.98B
HADUX vs JEPCX Comparison Chart
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HADUX vs. JEPCX commentary
Apr 25, 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: 5.98B vs. HADUX (113M). 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 : 6.41 vs. JEPCX (2.49). JEPCX (61.03) and HADUX (60.75) have equivalent 5 years return.
HADUXJEPCXHADUX / JEPCX
Total Expense Ratio1.361.35101%
Annual Report Gross Expense Ratio1.361.35101%
Fund Existence8 years7 years-
Gain YTD-6.089-4.784127%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets113M5.98B2%
Annual Yield % from dividends6.276.7992%
Returns for 1 year6.412.49257%
Returns for 3 years16.4613.70120%
Returns for 5 years60.7561.03100%
Returns for 10 yearsN/AN/A-
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