Interact to see
Advertisement
Advertisement
GCPAX vs JEPCX
GCPAX vs JEPCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GCPAX vs. JEPCX commentary
Jun 19, 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 GCPAX is a Buy and JEPCX is a Hold.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.28B vs. GCPAX (260M). JEPCX pays higher dividends than GCPAX: JEPCX (7.50) vs GCPAX (0.46). GCPAX was incepted earlier than JEPCX: GCPAX (11 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than GCPAX (1.07). JEPCX is a more actively managed with annual turnover of: 176.00 vs. GCPAX (19.00). JEPCX has a lower initial minimum investment than GCPAX: JEPCX (1000) vs GCPAX (2500). GCPAX (6.50) and JEPCX (6.32) have marching annual gain over last year. GCPAX (66.24) and JEPCX (63.61) have equivalent 5 years return.
| GCPAX | JEPCX | GCPAX / JEPCX | |
| Total Expense Ratio | 0.93 | 1.35 | 69% |
| Annual Report Gross Expense Ratio | 1.07 | 1.35 | 79% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | -0.357 | -0.150 | 238% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 6.28B | 4% |
| Annual Yield % from dividends | 0.46 | 7.50 | 6% |
| Returns for 1 year | 6.50 | 6.32 | 103% |
| Returns for 3 years | 43.54 | 34.13 | 128% |
| Returns for 5 years | 66.24 | 63.61 | 104% |
| Returns for 10 years | 96.23 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement