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HADUX vs JEPRX
HADUX vs JEPRX Comparison Chart
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HADUX vs. JEPRX 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 JEPRX is a Buy.
FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 5.98B vs. HADUX (113M). JEPRX pays higher dividends than HADUX: JEPRX (7.81) vs HADUX (6.27). HADUX was incepted earlier than JEPRX: HADUX (8 years) vs JEPRX (7 years). HADUX (1.36) 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 : 6.41 vs. JEPRX (3.53). JEPRX return over 5 years is better than : 69.28 vs. HADUX (60.75).
| HADUX | JEPRX | HADUX / JEPRX | |
| Total Expense Ratio | 1.36 | 0.35 | 389% |
| Annual Report Gross Expense Ratio | 1.36 | 0.35 | 389% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | -6.089 | -4.546 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 5.98B | 2% |
| Annual Yield % from dividends | 6.27 | 7.81 | 80% |
| Returns for 1 year | 6.41 | 3.53 | 182% |
| Returns for 3 years | 16.46 | 17.19 | 96% |
| Returns for 5 years | 60.75 | 69.28 | 88% |
| Returns for 10 years | N/A | N/A | - |
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