Ad is loading...
HADUX vs JEPIX
HADUX vs JEPIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HADUX vs. JEPIX 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 5.98B vs. HADUX (113M). JEPIX pays higher dividends than HADUX: JEPIX (7.56) vs HADUX (6.27). HADUX was incepted earlier than JEPIX: HADUX (8 years) vs JEPIX (7 years). HADUX (1.36) 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 : 6.41 vs. JEPIX (3.27). JEPIX return over 5 years is better than : 67.16 vs. HADUX (60.75).
| HADUX | JEPIX | HADUX / JEPIX | |
| Total Expense Ratio | 1.36 | 0.60 | 227% |
| Annual Report Gross Expense Ratio | 1.36 | 0.60 | 227% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | -6.089 | -4.672 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 5.98B | 2% |
| Annual Yield % from dividends | 6.27 | 7.56 | 83% |
| Returns for 1 year | 6.41 | 3.27 | 196% |
| Returns for 3 years | 16.46 | 16.31 | 101% |
| Returns for 5 years | 60.75 | 67.16 | 90% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...