Interact to see
Advertisement
Advertisement
HADUX vs JEPRX
HADUX vs JEPRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HADUX vs. JEPRX 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.34B vs. HADUX (134M). JEPRX pays higher dividends than HADUX: JEPRX (8.72) vs HADUX (6.23). HADUX was incepted earlier than JEPRX: HADUX (8 years) vs JEPRX (7 years). HADUX (1.24) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. HADUX (23.00). HADUX has a lower initial minimum investment than JEPRX: HADUX (2500) vs JEPRX (15000000). HADUX annual gain was more profitable for investors over the last year : 19.47 vs. JEPRX (8.62). HADUX return over 5 years is better than : 72.00 vs. JEPRX (62.64).
| HADUX | JEPRX | HADUX / JEPRX | |
| Total Expense Ratio | 1.24 | 0.35 | 354% |
| Annual Report Gross Expense Ratio | 1.24 | 0.35 | 354% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 10.207 | 2.411 | 423% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 6.34B | 2% |
| Annual Yield % from dividends | 6.23 | 8.72 | 71% |
| Returns for 1 year | 19.47 | 8.62 | 226% |
| Returns for 3 years | 44.99 | 27.84 | 162% |
| Returns for 5 years | 72.00 | 62.64 | 115% |
| 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
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LVOYX | 19.71 | 0.05 | +0.25% |
| Lord Abbett Value Opportunities I | |||
| RIRHX | 77.33 | 0.15 | +0.19% |
| American Funds Capital Income Bldr R5E | |||
| JIGRX | 52.74 | -0.11 | -0.21% |
| Janus Henderson Overseas S | |||
| STSGX | 12.48 | -0.03 | -0.24% |
| American Beacon Stephens Sm Cp Gr Inv | |||
| MCYAX | 12.04 | -0.04 | -0.33% |
| NYLI Candriam Emerging Markets Eq Cl A | |||