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HADUX vs JEPIX
HADUX vs JEPIX Comparison Chart in %
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HADUX vs. JEPIX commentary
Jul 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 Buy and JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.42B vs. HADUX (131M). JEPIX pays higher dividends than HADUX: JEPIX (8.28) vs HADUX (6.34). HADUX was incepted earlier than JEPIX: HADUX (8 years) vs JEPIX (7 years). HADUX (1.24) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. HADUX (23.00). HADUX has a lower initial minimum investment than JEPIX: HADUX (2500) vs JEPIX (1000000). HADUX annual gain was more profitable for investors over the last year : 12.94 vs. JEPIX (7.67). HADUX return over 5 years is better than : 72.75 vs. JEPIX (66.88).
| HADUX | JEPIX | HADUX / JEPIX | |
| Total Expense Ratio | 1.24 | 0.60 | 207% |
| Annual Report Gross Expense Ratio | 1.24 | 0.60 | 207% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 8.458 | 3.002 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 6.42B | 2% |
| Annual Yield % from dividends | 6.34 | 8.28 | 77% |
| Returns for 1 year | 12.94 | 7.67 | 169% |
| Returns for 3 years | 48.60 | 33.91 | 143% |
| Returns for 5 years | 72.75 | 66.88 | 109% |
| Returns for 10 years | N/A | N/A | - |
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