HNDDX
Price
$74.23
Change
+$0.20 (+0.27%)
Updated
Jul 10 closing price
Net Assets
129.69M
JEPCX
Price
$14.15
Change
+$0.02 (+0.14%)
Updated
Jul 10 closing price
Net Assets
6.43B
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HNDDX vs JEPCX

Header iconHNDDX vs JEPCX Comparison
Open Charts HNDDX vs JEPCXBanner chart's image
Horizon Equity Premium Income Investor
Price$74.23
Change+$0.20 (+0.27%)
VolumeN/A
Net Assets129.69M
JPMorgan Equity Premium Income C
Price$14.15
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets6.43B
HNDDX vs JEPCX Comparison Chart in %
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HNDDX vs. JEPCX commentary
Jul 11, 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 JEPCX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.43B vs. HNDDX (130M). JEPCX pays higher dividends than HNDDX: JEPCX (7.52) vs HNDDX (6.47). HNDDX was incepted earlier than JEPCX: HNDDX (9 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than HNDDX (1.09). JEPCX is a more actively managed with annual turnover of: 176.00 vs. HNDDX (23.00). JEPCX has a lower initial minimum investment than HNDDX: JEPCX (1000) vs HNDDX (2500). HNDDX annual gain was more profitable for investors over the last year : 13.16 vs. JEPCX (8.62). HNDDX return over 5 years is better than : 79.40 vs. JEPCX (63.56).
HNDDXJEPCXHNDDX / JEPCX
Total Expense Ratio1.091.3581%
Annual Report Gross Expense Ratio1.091.3581%
Fund Existence9 years7 years-
Gain YTD8.0442.541317%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets130M6.43B2%
Annual Yield % from dividends6.477.5286%
Returns for 1 year13.168.62153%
Returns for 3 years47.6129.51161%
Returns for 5 years79.4063.56125%
Returns for 10 yearsN/AN/A-
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