HADUX
Price
$71.27
Change
+$0.63 (+0.89%)
Updated
Jun 6 closing price
Net Assets
124.2M
JEPIX
Price
$13.94
Change
+$0.06 (+0.43%)
Updated
Jun 6 closing price
Net Assets
6.31B
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HADUX vs JEPIX

Header iconHADUX vs JEPIX Comparison
Open Charts HADUX vs JEPIXBanner chart's image
Horizon Equity Premium Income Advisor
Price$71.27
Change+$0.63 (+0.89%)
VolumeN/A
Net Assets124.2M
JPMorgan Equity Premium Income I
Price$13.94
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets6.31B
HADUX vs JEPIX Comparison Chart
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HADUX vs. JEPIX commentary
Jun 07, 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.

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FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.31B vs. HADUX (124M). JEPIX pays higher dividends than HADUX: JEPIX (8.28) vs HADUX (6.66). 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 : 13.69 vs. JEPIX (6.68). JEPIX return over 5 years is better than : 67.51 vs. HADUX (61.35).
HADUXJEPIXHADUX / JEPIX
Total Expense Ratio1.240.60207%
Annual Report Gross Expense Ratio1.240.60207%
Fund Existence8 years7 years-
Gain YTD3.8670.3111,243%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets124M6.31B2%
Annual Yield % from dividends6.668.2880%
Returns for 1 year13.696.68205%
Returns for 3 years27.4624.76111%
Returns for 5 years61.3567.5191%
Returns for 10 yearsN/AN/A-
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