HNDDX
Price
$75.05
Change
-$0.07 (-0.09%)
Updated
Aug 7 closing price
Net Assets
133.07M
JEPAX
Price
$13.91
Change
-$0.02 (-0.14%)
Updated
Aug 7 closing price
Net Assets
6.34B
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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$75.05
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets133.07M
JPMorgan Equity Premium Income A
Price$13.91
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets6.34B
HNDDX vs JEPAX Comparison Chart in %
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HNDDX vs. JEPAX commentary
Aug 08, 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 StrongBuy and JEPAX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.34B vs. HNDDX (133M). JEPAX pays higher dividends than HNDDX: JEPAX (8.20) vs HNDDX (6.35). HNDDX was incepted earlier than JEPAX: HNDDX (9 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 : 21.45 vs. JEPAX (9.72). HNDDX return over 5 years is better than : 72.24 vs. JEPAX (58.40).
HNDDXJEPAXHNDDX / JEPAX
Total Expense Ratio1.090.85128%
Annual Report Gross Expense Ratio1.090.85128%
Fund Existence9 years7 years-
Gain YTD9.6351.964491%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets133M6.34B2%
Annual Yield % from dividends6.358.2077%
Returns for 1 year21.459.72221%
Returns for 3 years44.5426.01171%
Returns for 5 years72.2458.40124%
Returns for 10 yearsN/AN/A-
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