Interact to see
Advertisement
Advertisement
GIDWX vs JEPCX
GIDWX vs JEPCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GIDWX vs. JEPCX 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 JEPCX is a Buy.
FUNDAMENTALS
Fundamentals
JEPCX has more cash in the bank: 6.31B vs. GIDWX (3.44B). JEPCX pays higher dividends than GIDWX: JEPCX (7.50) vs GIDWX (1.23). GIDWX was incepted earlier than JEPCX: GIDWX (7 years) vs JEPCX (7 years). JEPCX (1.35) is less costly to investors than GIDWX (0.74). 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 : 5.80 vs. GIDWX (5.47). JEPCX return over 5 years is better than : 61.23 vs. GIDWX (39.40).
| GIDWX | JEPCX | GIDWX / JEPCX | |
| Total Expense Ratio | 0.68 | 1.35 | 50% |
| Annual Report Gross Expense Ratio | 0.74 | 1.35 | 55% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 0.447 | -0.006 | -7,872% |
| Front Load | N/A | N/A | - |
| 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 | 7.50 | 16% |
| Returns for 1 year | 5.47 | 5.80 | 94% |
| Returns for 3 years | 20.02 | 21.97 | 91% |
| Returns for 5 years | 39.40 | 61.23 | 64% |
| 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