HNDDX
Price
$71.22
Change
+$0.63 (+0.89%)
Updated
Jun 6 closing price
Net Assets
124.2M
JEPAX
Price
$13.94
Change
+$0.07 (+0.50%)
Updated
Jun 6 closing price
Net Assets
6.31B
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HNDDX vs JEPAX

Header iconHNDDX vs JEPAX Comparison
Open Charts HNDDX vs JEPAXBanner chart's image
Horizon Equity Premium Income Investor
Price$71.22
Change+$0.63 (+0.89%)
VolumeN/A
Net Assets124.2M
JPMorgan Equity Premium Income A
Price$13.94
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets6.31B
HNDDX vs JEPAX Comparison Chart
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HNDDX vs. JEPAX 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 HNDDX is a Buy and JEPAX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.31B vs. HNDDX (124M). JEPAX pays higher dividends than HNDDX: JEPAX (8.02) vs HNDDX (6.79). HNDDX was incepted earlier than JEPAX: HNDDX (8 years) vs JEPAX (7 years). HNDDX (1.09) is less costly to investors than JEPAX (0.85). JEPAX is a more actively managed with annual turnover of: 176.00 vs. HNDDX (23.00). JEPAX has a lower initial minimum investment than HNDDX: JEPAX (1000) vs HNDDX (2500). HNDDX annual gain was more profitable for investors over the last year : 12.85 vs. JEPAX (6.33). JEPAX return over 5 years is better than : 65.34 vs. HNDDX (61.16).
HNDDXJEPAXHNDDX / JEPAX
Total Expense Ratio1.090.85128%
Annual Report Gross Expense Ratio1.090.85128%
Fund Existence8 years7 years-
Gain YTD3.0240.2031,486%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets124M6.31B2%
Annual Yield % from dividends6.798.0285%
Returns for 1 year12.856.33203%
Returns for 3 years26.9323.83113%
Returns for 5 years61.1665.3494%
Returns for 10 yearsN/AN/A-
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