Ad is loading...
GIDWX vs JEPAX
GIDWX vs JEPAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GIDWX vs. JEPAX commentary
May 09, 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: 6.26B vs. GIDWX (3.28B). JEPAX pays higher dividends than GIDWX: JEPAX (7.78) vs GIDWX (1.29). 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 (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 : 5.55 vs. GIDWX (3.29). JEPAX return over 5 years is better than : 68.79 vs. GIDWX (43.15).
| 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 | -4.395 | -0.949 | 463% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 6.26B | 52% |
| Annual Yield % from dividends | 1.29 | 7.78 | 17% |
| Returns for 1 year | 3.29 | 5.55 | 59% |
| Returns for 3 years | 19.13 | 26.45 | 72% |
| Returns for 5 years | 43.15 | 68.79 | 63% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers