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GIDWX vs JEPAX
GIDWX vs JEPAX Comparison Chart in %
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GIDWX vs. JEPAX commentary
Jun 28, 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 GIDWX is a Buy and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.32B vs. GIDWX (3.5B). JEPAX pays higher dividends than GIDWX: JEPAX (8.02) vs GIDWX (1.23). GIDWX was incepted earlier than JEPAX: GIDWX (7 years) vs JEPAX (7 years). JEPAX (0.85) is less costly to investors than GIDWX (0.74). JEPAX is a more actively managed with annual turnover of: 176.00 vs. GIDWX (23.00). JEPAX has a lower initial minimum investment than GIDWX: JEPAX (1000) vs GIDWX (5000000). JEPAX annual gain was more profitable for investors over the last year : 7.10 vs. GIDWX (5.63). JEPAX return over 5 years is better than : 72.85 vs. GIDWX (49.07).
| GIDWX | JEPAX | GIDWX / JEPAX | |
| Total Expense Ratio | 0.68 | 0.85 | 80% |
| Annual Report Gross Expense Ratio | 0.74 | 0.85 | 87% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 2.455 | 0.781 | 314% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 6.32B | 55% |
| Annual Yield % from dividends | 1.23 | 8.02 | 15% |
| Returns for 1 year | 5.63 | 7.10 | 79% |
| Returns for 3 years | 29.58 | 29.80 | 99% |
| Returns for 5 years | 49.07 | 72.85 | 67% |
| Returns for 10 years | N/A | N/A | - |
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