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HNDDX vs JEPCX
HNDDX vs JEPCX Comparison Chart
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HNDDX vs. JEPCX 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 JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.31B vs. HNDDX (124M). JEPCX pays higher dividends than HNDDX: JEPCX (7.50) vs HNDDX (6.79). HNDDX was incepted earlier than JEPCX: HNDDX (8 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 : 12.85 vs. JEPCX (5.80). JEPCX (61.23) and HNDDX (61.16) have equivalent 5 years return.
| HNDDX | JEPCX | HNDDX / JEPCX | |
| Total Expense Ratio | 1.09 | 1.35 | 81% |
| Annual Report Gross Expense Ratio | 1.09 | 1.35 | 81% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 3.024 | -0.006 | -53,245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 6.31B | 2% |
| Annual Yield % from dividends | 6.79 | 7.50 | 90% |
| Returns for 1 year | 12.85 | 5.80 | 222% |
| Returns for 3 years | 26.93 | 21.97 | 123% |
| Returns for 5 years | 61.16 | 61.23 | 100% |
| Returns for 10 years | N/A | N/A | - |
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