HNDDX
Price
$66.43
Change
+$0.88 (+1.34%)
Updated
Apr 23 closing price
Net Assets
111.73M
JEPRX
Price
$13.43
Change
+$0.11 (+0.83%)
Updated
Apr 23 closing price
Net Assets
5.93B
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HNDDX vs JEPRX

Header iconHNDDX vs JEPRX Comparison
Open Charts HNDDX vs JEPRXBanner chart's image
Horizon Equity Premium Income Investor
Price$66.43
Change+$0.88 (+1.34%)
VolumeN/A
Net Assets111.73M
JPMorgan Equity Premium Income R6
Price$13.43
Change+$0.11 (+0.83%)
VolumeN/A
Net Assets5.93B
HNDDX vs JEPRX Comparison Chart
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HNDDX vs. JEPRX commentary
Apr 24, 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 JEPRX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 5.93B vs. HNDDX (112M). JEPRX pays higher dividends than HNDDX: JEPRX (7.81) vs HNDDX (6.40). HNDDX was incepted earlier than JEPRX: HNDDX (8 years) vs JEPRX (7 years). HNDDX (1.19) is less costly to investors than JEPRX (0.35). JEPRX is a more actively managed with annual turnover of: 176.00 vs. HNDDX (23.00). HNDDX has a lower initial minimum investment than JEPRX: HNDDX (2500) vs JEPRX (15000000). HNDDX annual gain was more profitable for investors over the last year : 5.25 vs. JEPRX (2.68). JEPRX return over 5 years is better than : 67.90 vs. HNDDX (59.82).
HNDDXJEPRXHNDDX / JEPRX
Total Expense Ratio1.190.35340%
Annual Report Gross Expense Ratio1.190.35340%
Fund Existence8 years7 years-
Gain YTD-7.278-5.328137%
Front LoadN/AN/A-
Min. Initial Investment2500150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets112M5.93B2%
Annual Yield % from dividends6.407.8182%
Returns for 1 year5.252.68196%
Returns for 3 years15.9016.6296%
Returns for 5 years59.8267.9088%
Returns for 10 yearsN/AN/A-
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