HADUX
Price
$71.27
Change
+$0.63 (+0.89%)
Updated
Jun 6 closing price
Net Assets
124.2M
JEPRX
Price
$13.94
Change
+$0.07 (+0.50%)
Updated
Jun 6 closing price
Net Assets
6.31B
Interact to see
Advertisement

HADUX vs JEPRX

Header iconHADUX vs JEPRX Comparison
Open Charts HADUX vs JEPRXBanner 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 R6
Price$13.94
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets6.31B
HADUX vs JEPRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
HADUX vs. JEPRX 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 JEPRX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.31B vs. HADUX (124M). JEPRX pays higher dividends than HADUX: JEPRX (8.54) vs HADUX (6.66). 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 : 13.69 vs. JEPRX (6.87). JEPRX return over 5 years is better than : 69.51 vs. HADUX (61.35).
HADUXJEPRXHADUX / JEPRX
Total Expense Ratio1.240.35354%
Annual Report Gross Expense Ratio1.240.35354%
Fund Existence8 years7 years-
Gain YTD3.8670.413935%
Front LoadN/AN/A-
Min. Initial Investment2500150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets124M6.31B2%
Annual Yield % from dividends6.668.5478%
Returns for 1 year13.696.87199%
Returns for 3 years27.4625.71107%
Returns for 5 years61.3569.5188%
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
OAYMX156.262.41
+1.57%
Oakmark Advisor
TIQIX30.20N/A
N/A
Touchstone Non-US Equity Y
SUFCX38.04N/A
N/A
NAA Mid Growth C
NDVUX17.10N/A
N/A
MFS New Discovery Value R4
BRSJX13.75N/A
N/A
MFS Blended Research Small Cap Eq I