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HNDDX vs JEPIX
HNDDX vs JEPIX Comparison Chart in %
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HNDDX vs. JEPIX 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 JEPIX is a Buy.
FUNDAMENTALS
Fundamentals
JEPIX has more cash in the bank: 6.43B vs. HNDDX (130M). JEPIX pays higher dividends than HNDDX: JEPIX (8.28) vs HNDDX (6.47). HNDDX was incepted earlier than JEPIX: HNDDX (9 years) vs JEPIX (7 years). HNDDX (1.09) is less costly to investors than JEPIX (0.60). JEPIX is a more actively managed with annual turnover of: 176.00 vs. HNDDX (23.00). HNDDX has a lower initial minimum investment than JEPIX: HNDDX (2500) vs JEPIX (1000000). HNDDX annual gain was more profitable for investors over the last year : 13.16 vs. JEPIX (9.52). HNDDX return over 5 years is better than : 79.40 vs. JEPIX (69.92).
| HNDDX | JEPIX | HNDDX / JEPIX | |
| Total Expense Ratio | 1.09 | 0.60 | 182% |
| Annual Report Gross Expense Ratio | 1.09 | 0.60 | 182% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 8.044 | 2.929 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 6.43B | 2% |
| Annual Yield % from dividends | 6.47 | 8.28 | 78% |
| Returns for 1 year | 13.16 | 9.52 | 138% |
| Returns for 3 years | 47.61 | 32.47 | 147% |
| Returns for 5 years | 79.40 | 69.92 | 114% |
| Returns for 10 years | N/A | N/A | - |
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