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GIDWX vs JEPAX
GIDWX vs JEPAX Comparison Chart
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GIDWX vs. JEPAX commentary
Apr 11, 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: 6.1B vs. GIDWX (3.26B). JEPAX pays higher dividends than GIDWX: JEPAX (7.30) vs GIDWX (1.27). GIDWX was incepted earlier than JEPAX: GIDWX (7 years) vs JEPAX (7 years). JEPAX (0.85) is less costly to investors than GIDWX (0.75). JEPAX is a more actively managed with annual turnover of: 176.00 vs. GIDWX (30.00). 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 : 3.73 vs. GIDWX (1.83). JEPAX return over 5 years is better than : 67.57 vs. GIDWX (46.14).
| GIDWX | JEPAX | GIDWX / JEPAX | |
| Total Expense Ratio | 0.67 | 0.85 | 79% |
| Annual Report Gross Expense Ratio | 0.75 | 0.85 | 88% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | -6.698 | -3.175 | 211% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.26B | 6.1B | 53% |
| Annual Yield % from dividends | 1.27 | 7.30 | 17% |
| Returns for 1 year | 1.83 | 3.73 | 49% |
| Returns for 3 years | 6.73 | 15.11 | 45% |
| Returns for 5 years | 46.14 | 67.57 | 68% |
| Returns for 10 years | N/A | N/A | - |
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