HADUX
Price
$75.62
Change
+$0.54 (+0.72%)
Updated
Aug 8 closing price
Net Assets
133.91M
JEPSX
Price
$13.95
Change
+$0.04 (+0.29%)
Updated
Aug 8 closing price
Net Assets
6.34B
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HADUX vs JEPSX

Header iconHADUX vs JEPSX Comparison
Open Charts HADUX vs JEPSXBanner chart's image
Horizon Equity Premium Income Advisor
Price$75.62
Change+$0.54 (+0.72%)
VolumeN/A
Net Assets133.91M
JPMorgan Equity Premium Income R5
Price$13.95
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets6.34B
HADUX vs JEPSX Comparison Chart in %
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HADUX vs. JEPSX 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 JEPSX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.34B vs. HADUX (134M). JEPSX pays higher dividends than HADUX: JEPSX (8.61) vs HADUX (6.23). HADUX was incepted earlier than JEPSX: HADUX (8 years) vs JEPSX (7 years). HADUX (1.24) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. HADUX (23.00). JEPSX has a lower initial minimum investment than HADUX: JEPSX (0) vs HADUX (2500). HADUX annual gain was more profitable for investors over the last year : 19.47 vs. JEPSX (8.42). HADUX return over 5 years is better than : 72.00 vs. JEPSX (61.80).
HADUXJEPSXHADUX / JEPSX
Total Expense Ratio1.240.45276%
Annual Report Gross Expense Ratio1.240.54230%
Fund Existence8 years7 years-
Gain YTD10.2072.273449%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets134M6.34B2%
Annual Yield % from dividends6.238.6172%
Returns for 1 year19.478.42231%
Returns for 3 years44.9927.43164%
Returns for 5 years72.0061.80117%
Returns for 10 yearsN/AN/A-
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