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HNDDX vs JEPCX
HNDDX vs JEPCX Comparison Chart
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HNDDX vs. JEPCX commentary
Apr 04, 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 Hold and JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.41B vs. HNDDX (122M). JEPCX pays higher dividends than HNDDX: JEPCX (6.79) vs HNDDX (6.40). HNDDX was incepted earlier than JEPCX: HNDDX (8 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than HNDDX (1.19). 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 : 9.87 vs. JEPCX (6.54). HNDDX (85.45) and JEPCX (84.58) have equivalent 5 years return.
| HNDDX | JEPCX | HNDDX / JEPCX | |
| Total Expense Ratio | 1.19 | 1.35 | 88% |
| Annual Report Gross Expense Ratio | 1.19 | 1.35 | 88% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | -1.238 | 0.604 | -205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 6.41B | 2% |
| Annual Yield % from dividends | 6.40 | 6.79 | 94% |
| Returns for 1 year | 9.87 | 6.54 | 151% |
| Returns for 3 years | 18.95 | 18.57 | 102% |
| Returns for 5 years | 85.45 | 84.58 | 101% |
| Returns for 10 years | N/A | N/A | - |
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