HNDDX
Price
$71.22
Change
+$0.63 (+0.89%)
Updated
Jun 6 closing price
Net Assets
124.2M
JEPRX
Price
$13.94
Change
+$0.07 (+0.50%)
Updated
Jun 6 closing price
Net Assets
6.31B
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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$71.22
Change+$0.63 (+0.89%)
VolumeN/A
Net Assets124.2M
JPMorgan Equity Premium Income R6
Price$13.94
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets6.31B
HNDDX vs JEPRX Comparison Chart
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HNDDX vs. JEPRX 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 JEPRX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPRX has more cash in the bank: 6.31B vs. HNDDX (124M). JEPRX pays higher dividends than HNDDX: JEPRX (8.54) vs HNDDX (6.79). HNDDX was incepted earlier than JEPRX: HNDDX (8 years) vs JEPRX (7 years). HNDDX (1.09) 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 : 12.85 vs. JEPRX (6.87). JEPRX return over 5 years is better than : 69.51 vs. HNDDX (61.16).
HNDDXJEPRXHNDDX / JEPRX
Total Expense Ratio1.090.35311%
Annual Report Gross Expense Ratio1.090.35311%
Fund Existence8 years7 years-
Gain YTD3.0240.413731%
Front LoadN/AN/A-
Min. Initial Investment2500150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets124M6.31B2%
Annual Yield % from dividends6.798.5479%
Returns for 1 year12.856.87187%
Returns for 3 years26.9325.71105%
Returns for 5 years61.1669.5188%
Returns for 10 yearsN/AN/A-
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