HNDDX
Price
$75.05
Change
-$0.07 (-0.09%)
Updated
Aug 7 closing price
Net Assets
133.07M
JEPSX
Price
$13.91
Change
-$0.02 (-0.14%)
Updated
Aug 7 closing price
Net Assets
6.34B
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HNDDX vs JEPSX

Header iconHNDDX vs JEPSX Comparison
Open Charts HNDDX vs JEPSXBanner chart's image
Horizon Equity Premium Income Investor
Price$75.05
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets133.07M
JPMorgan Equity Premium Income R5
Price$13.91
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets6.34B
HNDDX vs JEPSX Comparison Chart in %
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HNDDX vs. JEPSX commentary
Aug 08, 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 StrongBuy and JEPSX is a Buy.

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FUNDAMENTALS
Fundamentals
JEPSX has more cash in the bank: 6.34B vs. HNDDX (133M). JEPSX pays higher dividends than HNDDX: JEPSX (8.61) vs HNDDX (6.35). HNDDX was incepted earlier than JEPSX: HNDDX (9 years) vs JEPSX (7 years). HNDDX (1.09) is less costly to investors than JEPSX (0.54). JEPSX is a more actively managed with annual turnover of: 176.00 vs. HNDDX (23.00). JEPSX has a lower initial minimum investment than HNDDX: JEPSX (0) vs HNDDX (2500). HNDDX annual gain was more profitable for investors over the last year : 21.45 vs. JEPSX (10.15). HNDDX return over 5 years is better than : 72.24 vs. JEPSX (61.57).
HNDDXJEPSXHNDDX / JEPSX
Total Expense Ratio1.090.45242%
Annual Report Gross Expense Ratio1.090.54202%
Fund Existence9 years7 years-
Gain YTD9.6352.127453%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets133M6.34B2%
Annual Yield % from dividends6.358.6174%
Returns for 1 year21.4510.15211%
Returns for 3 years44.5427.52162%
Returns for 5 years72.2461.57117%
Returns for 10 yearsN/AN/A-
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