HNDDX
Price
$74.23
Change
+$0.20 (+0.27%)
Updated
Jul 10 closing price
Net Assets
129.69M
JEPIX
Price
$14.15
Change
+$0.01 (+0.07%)
Updated
Jul 10 closing price
Net Assets
6.43B
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HNDDX vs JEPIX

Header iconHNDDX vs JEPIX Comparison
Open Charts HNDDX vs JEPIXBanner 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 I
Price$14.15
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets6.43B
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.

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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).
HNDDXJEPIXHNDDX / JEPIX
Total Expense Ratio1.090.60182%
Annual Report Gross Expense Ratio1.090.60182%
Fund Existence9 years7 years-
Gain YTD8.0442.929275%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets130M6.43B2%
Annual Yield % from dividends6.478.2878%
Returns for 1 year13.169.52138%
Returns for 3 years47.6132.47147%
Returns for 5 years79.4069.92114%
Returns for 10 yearsN/AN/A-
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