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GIDWX vs JEPCX
GIDWX vs JEPCX Comparison Chart
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GIDWX vs. JEPCX 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 JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.26B vs. GIDWX (3.28B). JEPCX pays higher dividends than GIDWX: JEPCX (7.25) vs GIDWX (1.29). GIDWX was incepted earlier than JEPCX: GIDWX (7 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than GIDWX (0.75). JEPCX is a more actively managed with annual turnover of: 176.00 vs. GIDWX (23.00). JEPCX has a lower initial minimum investment than GIDWX: JEPCX (1000) vs GIDWX (5000000). JEPCX annual gain was more profitable for investors over the last year : 5.02 vs. GIDWX (3.29). JEPCX return over 5 years is better than : 64.61 vs. GIDWX (43.15).
| GIDWX | JEPCX | GIDWX / JEPCX | |
| Total Expense Ratio | 0.67 | 1.35 | 50% |
| Annual Report Gross Expense Ratio | 0.75 | 1.35 | 56% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | -4.395 | -1.114 | 395% |
| Front Load | N/A | N/A | - |
| 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 | 7.25 | 18% |
| Returns for 1 year | 3.29 | 5.02 | 66% |
| Returns for 3 years | 19.13 | 24.56 | 78% |
| Returns for 5 years | 43.15 | 64.61 | 67% |
| Returns for 10 years | N/A | N/A | - |
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