Interact to see
Advertisement
Advertisement
GIDWX vs JEPAX
GIDWX vs JEPAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GIDWX vs. JEPAX 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 GIDWX is a Buy and JEPAX is a Buy.
FUNDAMENTALS
Fundamentals
JEPAX has more cash in the bank: 6.31B vs. GIDWX (3.44B). 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 : 6.33 vs. GIDWX (5.47). JEPAX return over 5 years is better than : 65.34 vs. GIDWX (39.40).
| 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 | 0.447 | 0.203 | 220% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 6.31B | 55% |
| Annual Yield % from dividends | 1.23 | 8.02 | 15% |
| Returns for 1 year | 5.47 | 6.33 | 86% |
| Returns for 3 years | 20.02 | 23.83 | 84% |
| Returns for 5 years | 39.40 | 65.34 | 60% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers